Precedent Wealth Partners, LLC Double Line Yield Opportunities Fund Transaction History

Precedent Wealth Partners, LLC

  • $408 Billion
  • Q2 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Double Line Yield Opportunities Fund stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 11,828 shares of DLY stock, worth $183,215. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,828
Previous 12,479 5.22%
Holding current value
$183,215
Previous $201 Million 8.22%
% of portfolio
0.05%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
SELL
$14.45 - $16.11 $9,406 - $10,487
-651 Reduced 5.22%
11,828 $184 Million
Q1 2025

Apr 17, 2025
BUY
$15.8 - $16.38 $197,168 - $204,406
12,479 New
12,479 $201 Million

Others Institutions Holding DLY

# of Institutions
83
Shares Held
10.3M
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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