Org Partners LLC Doubleline ETF Tr Opportunisti Transaction History

Org Partners LLC

$689 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 29, 2024	SELL	$42.87 - $46.43 $148,630 - $160,972	-3,467 Reduced 77.44%	1,010 $46,000
Q3 2023 Nov 03, 2023	BUY	$44.07 - $46.28 $197,301 - $207,195	4,477 New	4,477 $4.48 Million

Others Institutions Holding DBND

# of Institutions

65

Shares Held

7.47M

Call Options Held

0

Put Options Held

0

Essential Planning, Llc. Portsmouth, NH

1.94M
Shares

$89.3 Million
0.59% of portfolio
Cwm, LLC

1.13M
Shares

$52 Million
0.21% of portfolio
Seascape Capital Management Portsmouth, NH

480K
Shares

$22 Million
7.58% of portfolio
W.G. Shaheen & Associates Dba Whitney & CO

433K
Shares

$19.9 Million
2.15% of portfolio
Boothe Investment Group, Inc. Dover, DE

395K
Shares

$18.1 Million
8.06% of portfolio

About DOUBLELINE ETF TR OPPORTUNISTI

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