Org Partners LLC Doubleline ETF Tr Opportunisti Transaction History

Org Partners LLC

$338 Million
Q1 2025

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

71

Shares Held

8.28M

Call Options Held

0

Put Options Held

0

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

About DOUBLELINE ETF TR OPPORTUNISTI

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