Pinnacle Wealth Management, LLC Doubleline ETF Tr Opportunisti Transaction History

Pinnacle Wealth Management, LLC

$82.7 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	BUY	$45.86 - $47.08 $8.13 Million - $8.35 Million	177,349 New	177,349 $8.19 Million

Others Institutions Holding DBND

# of Institutions

55

Shares Held

5.39M

Call Options Held

0

Put Options Held

0

Cwm, LLC

1.26M
Shares

$57 Million
0.26% of portfolio
Seascape Capital Management Portsmouth, NH

479K
Shares

$21.7 Million
8.09% of portfolio
W.G. Shaheen & Associates Dba Whitney & CO

421K
Shares

$19.1 Million
2.18% of portfolio
Boothe Investment Group, Inc. Dover, DE

366K
Shares

$16.6 Million
10.02% of portfolio
One Capital Management, LLC Westlake Village, CA

293K
Shares

$13.3 Million
0.47% of portfolio

About DOUBLELINE ETF TR OPPORTUNISTI

Ticker DBND
Sector ETFs
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