Transform Wealth, LLC Double Line Opportunistic Credit Fund Transaction History
Transform Wealth, LLC
- $1.6 Billion
- Q1 2025
A detailed history of Transform Wealth, LLC transactions in Double Line Opportunistic Credit Fund stock. As of the latest transaction made, Transform Wealth, LLC holds 10,800 shares of DBL stock, worth $169,020. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,800
Previous 10,800
-0.0%
Holding current value
$169,020
Previous $167,000
0.6%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DBL
# of Institutions
74Shares Held
10.4MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN3.17MShares$49.6 Million1.16% of portfolio
-
Le Conte Wealth Management, LLC Maryville, TN938KShares$14.7 Million9.35% of portfolio
-
Ubs Group Ag574KShares$8.99 Million0.0% of portfolio
-
Morgan Stanley New York, NY574KShares$8.98 Million0.0% of portfolio
-
Evergreen Capital Management LLC Bellevue, WA462KShares$7.24 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...