Parr Mcknight Wealth Management Group, LLC Doubleline ETF Tr Opportunisti Transaction History

Parr Mcknight Wealth Management Group, LLC

$695 Billion
Q1 2025

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 18, 2025	BUY	$45.15 - $47.26 $2.21 Million - $2.31 Million	48,878 New	48,878 $2.21 Billion

Others Institutions Holding DBND

# of Institutions

Shares Held

8.15M

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

433K
Shares

$20 Million
2.15% of portfolio

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About DOUBLELINE ETF TR OPPORTUNISTI

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