Le Conte Wealth Management, LLC Double Line Opportunistic Credit Fund Transaction History
Le Conte Wealth Management, LLC
- $157 Billion
- Q1 2025
A detailed history of Le Conte Wealth Management, LLC transactions in Double Line Opportunistic Credit Fund stock. As of the latest transaction made, Le Conte Wealth Management, LLC holds 938,344 shares of DBL stock, worth $14.6 Million. This represents 9.35% of its overall portfolio holdings.
Number of Shares
938,344Holding current value
$14.6 Million% of portfolio
9.35%Shares
1 transactions
Others Institutions Holding DBL
# of Institutions
79Shares Held
10.1MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN3.17MShares$49.4 Million1.16% of portfolio
-
Ubs Group Ag574KShares$8.95 Million0.0% of portfolio
-
Morgan Stanley New York, NY544KShares$8.47 Million0.0% of portfolio
-
Evergreen Capital Management LLC Bellevue, WA448KShares$6.98 Million0.24% of portfolio
-
Twelve Points Wealth Management LLC373KShares$5.82 Million1.63% of portfolio
About DoubleLine Opportunistic Credit Fund
- Ticker DBL
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- DoubleLine Opportunistic Credit Fund is a close-ended fixed income mutual fund launched and managed by DoubleLine Capital LP. The fund invests in the fixed income markets. It invests in debt securities including residential and commercial mortgage-backed securities, asset-backed securities, U.S Government securities, corporate debt, internationa...