Silver Oak Wealth Management LLC Doubleline ETF Tr Opportunisti Transaction History
Silver Oak Wealth Management LLC
- $533 Billion
- Q2 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 26,924 shares of DBND stock, worth $1.24 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
26,924
Previous 26,452
1.78%
Holding current value
$1.24 Million
Previous $1.22 Billion
1.94%
% of portfolio
0.23%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding DBND
# of Institutions
78Shares Held
7.9MCall Options Held
0Put Options Held
0-
Cwm, LLC1.11MShares$50.9 Million0.18% of portfolio
-
Seascape Capital Management Portsmouth, NH600KShares$27.6 Million8.74% of portfolio
-
Boothe Investment Group, Inc. Dover, DE594KShares$27.3 Million11.89% of portfolio
-
Ubs Group Ag549KShares$25.3 Million0.0% of portfolio
-
W.G. Shaheen & Associates Dba Whitney & CO486KShares$22.4 Million2.33% of portfolio