Pasadena Private Wealth, LLC Doubleline ETF Tr Opportunisti Transaction History
Pasadena Private Wealth, LLC
- $458 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding DBND
# of Institutions
71Shares Held
8.28MCall 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
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W.G. Shaheen & Associates Dba Whitney & CO457KShares$21.1 Million2.36% of portfolio