W.G. Shaheen & Associates Dba Whitney & CO Doubleline ETF Tr Opportunisti Put Options Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$910 Million
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DBND

# of Institutions

Shares Held

7.99M

Call Options Held

Put Options Held

Essential Planning, Llc. Portsmouth, NH

1.94M
Shares

$89.3 Million
0.59% of portfolio
Cwm, LLC

1.13M
Shares

$52 Million
0.21% of portfolio
Boothe Investment Group, Inc. Dover, DE

555K
Shares

$25.5 Million
13.36% of portfolio
Seascape Capital Management Portsmouth, NH

480K
Shares

$22 Million
7.58% of portfolio
Benchmark Financial Wealth Advisors, LLC

340K
Shares

$15.6 Million
5.96% of portfolio

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