Sky Oak Wealth, LLC Double Line Opportunistic Credit Fund Transaction History
Sky Oak Wealth, LLC
- $454 Million
- Q1 2025
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 10,729 shares of DBL stock, worth $165,548. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,729
Previous 10,566
1.54%
Holding current value
$165,548
Previous $163,000
2.45%
% of portfolio
0.04%
Previous 0.04%
Shares
20 transactions
Others Institutions Holding DBL
# of Institutions
74Shares Held
10.4MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN3.17MShares$48.9 Million1.16% of portfolio
-
Le Conte Wealth Management, LLC Maryville, TN938KShares$14.5 Million9.35% of portfolio
-
Ubs Group Ag574KShares$8.86 Million0.0% of portfolio
-
Morgan Stanley New York, NY574KShares$8.85 Million0.0% of portfolio
-
Evergreen Capital Management LLC Bellevue, WA462KShares$7.14 Million0.26% 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...