Litman Gregory Wealth Management LLC Double Line Yield Opportunities 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	SELL	$13.99 - $17.42 $451,177 - $561,795	-32,250 Reduced 8.04%	368,920 $5.29 Million
Q1 2022 May 04, 2022	BUY	$16.32 - $18.75 $283,968 - $326,250	17,400 Added 4.53%	401,170 $6.72 Million
Q4 2021 Feb 10, 2022	SELL	$18.02 - $19.81 $158,305 - $174,030	-8,785 Reduced 2.24%	383,770 $7.18 Million
Q3 2021 Nov 03, 2021	BUY	$18.98 - $20.14 $7.3 Million - $7.75 Million	384,763 Added 4937.92%	392,555 $7.5 Million
Q2 2021 Jul 27, 2021	SELL	$19.27 - $20.0 $6.48 Million - $6.73 Million	-336,498 Reduced 97.74%	7,792 $7.79 Million
Q1 2021 May 10, 2021	BUY	$18.66 - $19.6 $881,685 - $926,100	47,250 Added 15.91%	344,290 $6.59 Million
Q4 2020 Feb 05, 2021	BUY	$16.9 - $18.85 $1.52 Million - $1.69 Million	89,650 Added 43.23%	297,040 $5.5 Million
Q3 2020 Nov 03, 2020	BUY	$17.46 - $18.97 $2.18 Million - $2.37 Million	124,890 Added 151.38%	207,390 $3.79 Million
Q2 2020 Jul 31, 2020	BUY	$16.72 - $19.22 $1.33 Million - $1.53 Million	79,500 Added 2650.0%	82,500 $1.45 Million
Q1 2020 Apr 28, 2020	BUY	$16.7 - $20.24 $50,100 - $60,719	3,000 New	3,000 $57,000

Others Institutions Holding DLY

# of Institutions

87

Shares Held

9.48M

Call Options Held

0

Put Options Held

0

About DoubleLine Yield Opportunities Fund

Ticker DLY
Exchange NYSE
Sector N/A
Industry N/A

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