A detailed history of Spire Wealth Management transactions in Double Line Opportunistic Credit Fund stock. As of the latest transaction made, Spire Wealth Management holds 230 shares of DBL stock, worth $3,611. This represents 0.0% of its overall portfolio holdings.

Number of Shares
230
Previous 226 1.77%
Holding current value
$3,611
Previous $3,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$15.32 - $16.13 $61 - $64
4 Added 1.77%
230 $3,000
Q2 2024

Jul 31, 2024

BUY
$14.64 - $15.36 $73 - $76
5 Added 2.26%
226 $3,000
Q1 2024

Apr 24, 2024

BUY
$15.05 - $15.51 $75 - $77
5 Added 2.31%
221 $3,000
Q4 2023

Feb 06, 2024

BUY
$13.87 - $15.53 $2,995 - $3,354
216 New
216 $3,000
Q3 2022

Nov 07, 2022

SELL
$14.13 - $16.27 $268 - $309
-19 Reduced 6.79%
261 $4,000
Q2 2022

Jul 22, 2022

BUY
$15.13 - $17.03 $45 - $51
3 Added 1.08%
280 $4,000
Q1 2022

Apr 18, 2022

SELL
$16.26 - $19.26 $2.73 Million - $3.24 Million
-168,033 Reduced 99.84%
277 $5,000
Q4 2021

Jan 14, 2022

SELL
$18.71 - $19.93 $25,501 - $27,164
-1,363 Reduced 0.8%
168,310 $3.23 Million
Q3 2021

Oct 22, 2021

BUY
$19.58 - $20.05 $96,490 - $98,806
4,928 Added 2.99%
169,673 $3.35 Million
Q2 2021

Jul 26, 2021

SELL
$19.47 - $20.25 $7,749 - $8,059
-398 Reduced 0.24%
164,745 $3.28 Million
Q1 2021

May 21, 2021

BUY
$19.04 - $20.19 $3.14 Million - $3.33 Million
165,143 New
165,143 $3.26 Million

Others Institutions Holding DBL

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...
More about DBL
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.