Landmark Wealth Management, LLC Doubleline ETF Tr Opportunisti Transaction History
Landmark Wealth Management, LLC
- $227 Million
- Q1 2025
A detailed history of Landmark Wealth Management, LLC transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 128,639 shares of DBND stock, worth $5.93 Million. This represents 2.62% of its overall portfolio holdings.
Number of Shares
128,639
Previous 132,116
2.63%
Holding current value
$5.93 Million
Previous $5.98 Million
0.74%
% of portfolio
2.62%
Previous 2.65%
Shares
10 transactions
Others Institutions Holding DBND
# of Institutions
68Shares Held
8.15MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH1.94MShares$89.7 Million0.59% of portfolio
-
Cwm, LLC1.11MShares$51.2 Million0.2% of portfolio
-
Boothe Investment Group, Inc. Dover, DE555KShares$25.6 Million13.36% of portfolio
-
Seascape Capital Management Portsmouth, NH542KShares$25 Million8.73% of portfolio
-
W.G. Shaheen & Associates Dba Whitney & CO433KShares$20 Million2.15% of portfolio