Principia Wealth Advisory, LLC Double Line Opportunistic Credit Fund Transaction History
Principia Wealth Advisory, LLC
- $104 Billion
- Q1 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Double Line Opportunistic Credit Fund stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 3,981 shares of DBL stock, worth $62,183. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,981
Previous 2,821
41.12%
Holding current value
$62,183
Previous $43.7 Million
40.75%
% of portfolio
0.06%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding DBL
# of Institutions
78Shares Held
8.66MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN2.94MShares$45.9 Million1.03% of portfolio
-
Ubs Group Ag576KShares$9 Million0.0% of portfolio
-
Morgan Stanley New York, NY544KShares$8.49 Million0.0% of portfolio
-
Evergreen Capital Management LLC Bellevue, WA448KShares$7 Million0.24% of portfolio
-
Twelve Points Wealth Management LLC379KShares$5.91 Million1.74% of portfolio
About DoubleLine Opportunistic Credit Fund
- Ticker DBL
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- DoubleLine Opportunistic Credit Fund is a close-ended fixed income mutual fund launched and managed by DoubleLine Capital LP. The fund invests in the fixed income markets. It invests in debt securities including residential and commercial mortgage-backed securities, asset-backed securities, U.S Government securities, corporate debt, internationa...