Strategic Wealth Partners, Ltd. Double Line Opportunistic Credit Fund Transaction History
Strategic Wealth Partners, Ltd.
- $1.03 Billion
- Q4 2024
A detailed history of Strategic Wealth Partners, Ltd. transactions in Double Line Opportunistic Credit Fund stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 87,336 shares of DBL stock, worth $1.37 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
87,336
Previous 86,636
0.81%
Holding current value
$1.37 Million
Previous $1.37 Million
1.24%
% of portfolio
0.13%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding DBL
# of Institutions
76Shares Held
8.63MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN2.94MShares$46 Million1.03% of portfolio
-
Ubs Group Ag576KShares$9.01 Million0.0% of portfolio
-
Morgan Stanley New York, NY544KShares$8.5 Million0.0% of portfolio
-
Evergreen Capital Management LLC Bellevue, WA448KShares$7 Million0.24% of portfolio
-
Twelve Points Wealth Management LLC379KShares$5.92 Million1.74% 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...