Sky Oak Wealth, LLC Double Line Opportunistic Credit Fund Transaction History
Sky Oak Wealth, LLC
- $427 Million
- Q2 2024
A detailed history of Sky Oak Wealth, LLC transactions in Double Line Opportunistic Credit Fund stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 10,247 shares of DBL stock, worth $162,107. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,247
Previous 10,088
1.58%
Holding current value
$162,107
Previous $155,000
1.29%
% of portfolio
0.04%
Previous 0.04%
Shares
17 transactions
Others Institutions Holding DBL
# of Institutions
63Shares Held
8MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN2.6MShares$41.1 Million0.92% of portfolio
-
Morgan Stanley New York, NY849KShares$13.4 Million0.0% of portfolio
-
Ubs Group Ag538KShares$8.5 Million0.0% of portfolio
-
Evergreen Capital Management LLC Bellevue, WA427KShares$6.76 Million0.25% of portfolio
-
Herr Investment Group LLC Austin, TX283KShares$4.48 Million0.3% of portfolio
About DoubleLine Opportunistic Credit Fund
- Ticker DBL
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- DoubleLine Opportunistic Credit Fund is a close-ended fixed income mutual fund launched and managed by DoubleLine Capital LP. The fund invests in the fixed income markets. It invests in debt securities including residential and commercial mortgage-backed securities, asset-backed securities, U.S Government securities, corporate debt, internationa...