W.G. Shaheen & Associates Dba Whitney & CO Doubleline ETF Tr Opportunisti Transaction History
W.G. Shaheen & Associates Dba Whitney & CO
- $856 Million
- Q2 2024
A detailed history of W.G. Shaheen & Associates Dba Whitney & CO transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, W.G. Shaheen & Associates Dba Whitney & CO holds 411,938 shares of DBND stock, worth $19.5 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
411,938
Previous 406,634
1.3%
Holding current value
$19.5 Million
Previous $18.7 Million
0.24%
% of portfolio
2.18%
Previous 2.27%
Shares
7 transactions
Others Institutions Holding DBND
# of Institutions
53Shares Held
4.87MCall Options Held
0Put Options Held
0-
Cwm, LLC1.03MShares$48.7 Million0.22% of portfolio
-
Seascape Capital Management Portsmouth, NH493KShares$23.4 Million8.34% of portfolio
-
Boothe Investment Group, Inc. Dover, DE360KShares$17.1 Million7.5% of portfolio
-
Cerity Partners LLC New York, NY298KShares$14.1 Million0.04% of portfolio
-
One Capital Management, LLC Westlake Village, CA284KShares$13.5 Million0.47% of portfolio