Litman Gregory Wealth Management LLC Double Line Opportunistic Credit Fund Transaction History

Litman Gregory Wealth Management LLC

$1.15 Billion
Q4 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 21, 2022	BUY	$15.13 - $17.03 $467,517 - $526,227	30,900 Added 23.93%	160,050 $2.49 Million
Q1 2022 May 04, 2022	BUY	$16.26 - $19.26 $635,766 - $753,066	39,100 Added 43.42%	129,150 $2.17 Million
Q4 2021 Feb 10, 2022	SELL	$18.71 - $19.93 $237,429 - $252,911	-12,690 Reduced 12.35%	90,050 $1.73 Million
Q3 2021 Nov 03, 2021	BUY	$19.58 - $20.05 $1.97 Million - $2.02 Million	100,619 Added 4743.94%	102,740 $2.03 Million
Q2 2021 Jul 27, 2021	SELL	$19.47 - $20.25 $1.78 Million - $1.85 Million	-91,179 Reduced 97.73%	2,121 $2.12 Million
Q1 2021 May 10, 2021	BUY	$19.04 - $20.19 $477,904 - $506,769	25,100 Added 36.8%	93,300 $1.84 Million
Q4 2020 Feb 05, 2021	BUY	$18.55 - $19.87 $131,705 - $141,077	7,100 Added 11.62%	68,200 $1.34 Million
Q3 2020 Nov 03, 2020	BUY	$18.71 - $19.63 $331,167 - $347,451	17,700 Added 40.78%	61,100 $1.17 Million
Q2 2020 Jul 31, 2020	BUY	$16.17 - $19.43 $223,954 - $269,105	13,850 Added 46.87%	43,400 $822,000
Q1 2020 Apr 28, 2020	BUY	$15.4 - $21.16 $455,070 - $625,278	29,550 New	29,550 $505,000

Others Institutions Holding DBL

# of Institutions

68

Shares Held

8.49M

Call Options Held

0

Put Options Held

0

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...

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