Nelson, Van Denburg & Campbell Wealth Management Group, LLC Doubleline ETF Tr Opportunisti Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.53 Billion
Q1 2025

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	BUY	$45.34 - $46.36 $8,251 - $8,437	182 New	182 $8,000

Others Institutions Holding DBND

# of Institutions

Shares Held

8.28M

Call Options Held

Put Options Held

Essential Planning, Llc. Portsmouth, NH

1.94M
Shares

$89.7 Million
0.59% of portfolio
Cwm, LLC

1.11M
Shares

$51.2 Million
0.2% of portfolio
Boothe Investment Group, Inc. Dover, DE

555K
Shares

$25.6 Million
13.36% of portfolio
Seascape Capital Management Portsmouth, NH

542K
Shares

$25 Million
8.73% of portfolio
W.G. Shaheen & Associates Dba Whitney & CO

457K
Shares

$21.1 Million
2.36% of portfolio

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About DOUBLELINE ETF TR OPPORTUNISTI

Ticker DBND
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