Silver Oak Wealth Management LLC Doubleline ETF Tr Opportunisti Transaction History
Silver Oak Wealth Management LLC
- $593 Billion
- Q3 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 29,982 shares of DBND stock, worth $1.39 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
29,982
Previous 26,924
11.36%
Holding current value
$1.39 Million
Previous $1.24 Billion
12.06%
% of portfolio
0.24%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding DBND
# of Institutions
86Shares Held
10.5MCall Options Held
0Put Options Held
0-
Cwm, LLC1.37MShares$63.5 Million0.19% of portfolio
-
Envestnet Asset Management Inc649KShares$30.1 Million0.01% of portfolio
-
Boothe Investment Group, Inc. Dover, DE637KShares$29.5 Million12.38% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL622KShares$28.8 Million0.01% of portfolio
-
Seascape Capital Management Portsmouth, NH618KShares$28.7 Million8.25% of portfolio