New Edge Advisors, LLC Doubleline ETF Tr Opportunisti Transaction History
New Edge Advisors, LLC
- $16 Billion
- Q4 2024
A detailed history of New Edge Advisors, LLC transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, New Edge Advisors, LLC holds 10,306 shares of DBND stock, worth $475,415. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,306
Previous 10,895
5.41%
Holding current value
$475,415
Previous $515,000
9.51%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DBND
# of Institutions
68Shares Held
8.15MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH1.94MShares$89.7 Million0.59% of portfolio
-
Cwm, LLC1.11MShares$51.2 Million0.2% of portfolio
-
Boothe Investment Group, Inc. Dover, DE555KShares$25.6 Million13.36% of portfolio
-
Seascape Capital Management Portsmouth, NH542KShares$25 Million8.73% of portfolio
-
W.G. Shaheen & Associates Dba Whitney & CO433KShares$20 Million2.15% of portfolio