Stewardship Advisors, LLC Doubleline ETF Tr Opportunisti Transaction History
Stewardship Advisors, LLC
- $341 Million
- Q4 2024
A detailed history of Stewardship Advisors, LLC transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, Stewardship Advisors, LLC holds 15,061 shares of DBND stock, worth $687,685. This represents 0.2% of its overall portfolio holdings.
Number of Shares
15,061
Previous 16,190
6.97%
Holding current value
$687,685
Previous $766,000
10.97%
% of portfolio
0.2%
Previous 0.23%
Shares
9 transactions
Others Institutions Holding DBND
# of Institutions
62Shares Held
7.3MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH1.94MShares$88.8 Million0.59% of portfolio
-
Cwm, LLC1.13MShares$51.7 Million0.21% of portfolio
-
Seascape Capital Management Portsmouth, NH480KShares$21.9 Million7.58% of portfolio
-
W.G. Shaheen & Associates Dba Whitney & CO433KShares$19.8 Million2.15% of portfolio
-
Boothe Investment Group, Inc. Dover, DE395KShares$18 Million8.06% of portfolio