Principia Wealth Advisory, LLC Doubleline ETF Tr Opportunisti Transaction History
Principia Wealth Advisory, LLC
- $118 Billion
- Q2 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 9,600 shares of DBND stock, worth $443,712. This represents 0.38% of its overall portfolio holdings.
Number of Shares
9,600
Previous 8,615
11.43%
Holding current value
$443,712
Previous $392 Million
13.33%
% of portfolio
0.38%
Previous 0.38%
Shares
3 transactions
Others Institutions Holding DBND
# of Institutions
77Shares Held
8.58MCall Options Held
0Put Options Held
0-
Cwm, LLC1.11MShares$51.1 Million0.18% of portfolio
-
Seascape Capital Management Portsmouth, NH600KShares$27.7 Million8.74% of portfolio
-
Boothe Investment Group, Inc. Dover, DE594KShares$27.4 Million11.89% of portfolio
-
Ubs Group Ag568KShares$26.3 Million0.0% of portfolio
-
W.G. Shaheen & Associates Dba Whitney & CO486KShares$22.5 Million2.33% of portfolio