Silver Oak Wealth Management LLC Doubleline ETF Tr Opportunisti Transaction History
Silver Oak Wealth Management LLC
- $462 Billion
- Q1 2025
A detailed history of Silver Oak Wealth Management LLC transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 26,452 shares of DBND stock, worth $1.22 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
26,452
Previous 20,463
29.27%
Holding current value
$1.22 Million
Previous $927 Million
31.79%
% of portfolio
0.26%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding DBND
# of Institutions
71Shares Held
8.28MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH1.94MShares$89.7 Million0.59% of portfolio
-
Cwm, LLC1.11MShares$51.2 Million0.2% of portfolio
-
Boothe Investment Group, Inc. Dover, DE555KShares$25.6 Million13.36% of portfolio
-
Seascape Capital Management Portsmouth, NH542KShares$25 Million8.73% of portfolio
-
W.G. Shaheen & Associates Dba Whitney & CO457KShares$21.1 Million2.36% of portfolio