U.S. Capital Wealth Advisors, LLC Double Line Opportunistic Credit Fund Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.03 Billion
- Q4 2024
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Double Line Opportunistic Credit Fund stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 47,814 shares of DBL stock, worth $750,201. This represents 0.02% of its overall portfolio holdings.
Number of Shares
47,814
Previous 46,144
3.62%
Holding current value
$750,201
Previous $729,000
1.65%
% of portfolio
0.02%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding DBL
# of Institutions
76Shares Held
8.63MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN2.94MShares$46.1 Million1.03% of portfolio
-
Ubs Group Ag576KShares$9.04 Million0.0% of portfolio
-
Morgan Stanley New York, NY544KShares$8.53 Million0.0% of portfolio
-
Evergreen Capital Management LLC Bellevue, WA448KShares$7.03 Million0.24% of portfolio
-
Twelve Points Wealth Management LLC379KShares$5.94 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...