A detailed history of United Advisor Group, LLC transactions in Double Line Opportunistic Credit Fund stock. As of the latest transaction made, United Advisor Group, LLC holds 24,857 shares of DBL stock, worth $390,254. This represents 0.09% of its overall portfolio holdings.

Number of Shares
24,857
Previous 26,359 5.7%
Holding current value
$390,254
Previous $404,000 2.72%
% of portfolio
0.09%
Previous 0.13%

Shares

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

Oct 30, 2024

SELL
$15.32 - $16.13 $23,010 - $24,227
-1,502 Reduced 5.7%
24,857 $393,000
Q2 2024

Aug 08, 2024

SELL
$14.64 - $15.36 $8,842 - $9,277
-604 Reduced 2.24%
26,359 $404,000
Q1 2024

May 14, 2024

BUY
$15.05 - $15.51 $405,793 - $418,196
26,963 New
26,963 $415,000

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 United Advisor Group, LLC Portfolio

Follow United Advisor Group, LLC 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 United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.