Landmark Wealth Management, LLC Doubleline ETF Tr Opportunisti Transaction History
Landmark Wealth Management, LLC
- $230 Million
- Q3 2024
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 126,156 shares of DBND stock, worth $5.74 Million. This represents 2.6% of its overall portfolio holdings.
Number of Shares
126,156
Previous 123,040
2.53%
Holding current value
$5.74 Million
Previous $5.59 Million
6.96%
% of portfolio
2.6%
Previous 4.35%
Shares
8 transactions
Others Institutions Holding DBND
# of Institutions
57Shares Held
5.45MCall Options Held
0Put Options Held
0-
Cwm, LLC1.26MShares$57.1 Million0.26% of portfolio
-
Seascape Capital Management Portsmouth, NH479KShares$21.8 Million8.09% of portfolio
-
W.G. Shaheen & Associates Dba Whitney & CO421KShares$19.2 Million2.18% of portfolio
-
Boothe Investment Group, Inc. Dover, DE366KShares$16.7 Million10.02% of portfolio
-
One Capital Management, LLC Westlake Village, CA293KShares$13.3 Million0.47% of portfolio