Pensionmark Financial Group, LLC Double Line Yield Opportunities Fund Transaction History

Pensionmark Financial Group, LLC

  • $3.72 Billion
  • Q1 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Double Line Yield Opportunities Fund stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 299,350 shares of DLY stock, worth $4.65 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
299,350
Previous 175,370 70.7%
Holding current value
$4.65 Million
Previous $2.78 Million 73.6%
% of portfolio
0.13%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$15.8 - $16.38 $1.96 Million - $2.03 Million
123,980 Added 70.7%
299,350 $4.82 Million
Q4 2024

Feb 12, 2025
BUY
$15.64 - $16.56 $410,393 - $434,534
26,240 Added 17.6%
175,370 $2.78 Million
Q3 2024

Nov 25, 2024
SELL
$15.67 - $16.79 $36.3 Million - $38.9 Million
-2,318,701 Reduced 93.96%
149,130 $2.47 Million
Q3 2024

Nov 14, 2024
BUY
$15.67 - $16.79 $38.7 Million - $41.4 Million
2,467,831 New
2,467,831 $40.9 Million

Others Institutions Holding DLY

# of Institutions
81
Shares Held
10.7M
Call Options Held
0
Put Options Held
0
View Full List

About DoubleLine Yield Opportunities Fund

DLY Quotes by TradingView
  • Ticker DLY
  • Exchange NYSE
  • Sector N/A
  • Industry N/A
More about DLY
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