Principia Wealth Advisory, LLC Doubleline ETF Tr Opportunisti Transaction History
Principia Wealth Advisory, LLC
- $104 Billion
- Q1 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 8,615 shares of DBND stock, worth $396,979. This represents 0.38% of its overall portfolio holdings.
Number of Shares
8,615
Previous 8,633
0.21%
Holding current value
$396,979
Previous $391 Million
0.17%
% of portfolio
0.38%
Previous 0.37%
Shares
2 transactions
Others Institutions Holding DBND
# of Institutions
68Shares Held
7.49MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH1.94MShares$89.6 Million0.59% of portfolio
-
Cwm, LLC1.13MShares$52.2 Million0.21% of portfolio
-
Seascape Capital Management Portsmouth, NH480KShares$22.1 Million7.58% of portfolio
-
W.G. Shaheen & Associates Dba Whitney & CO433KShares$19.9 Million2.15% of portfolio
-
Boothe Investment Group, Inc. Dover, DE395KShares$18.2 Million8.06% of portfolio