Williams Jones Wealth Management, Llc. Double Line Opportunistic Credit Fund Transaction History
Williams Jones Wealth Management, Llc.
- $7.73 Billion
- Q1 2024
A detailed history of Williams Jones Wealth Management, Llc. transactions in Double Line Opportunistic Credit Fund stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 12,516 shares of DBL stock, worth $194,623. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,516
Previous 16,516
24.22%
Holding current value
$194,623
Previous $253,000
24.11%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DBL
# of Institutions
63Shares Held
7.83MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN2.77MShares$43 Million0.98% of portfolio
-
Morgan Stanley New York, NY852KShares$13.2 Million0.0% of portfolio
-
Ubs Group Ag542KShares$8.43 Million0.0% of portfolio
-
Herr Investment Group LLC Austin, TX404KShares$6.29 Million0.31% of portfolio
-
Evergreen Capital Management LLC Bellevue, WA338KShares$5.26 Million0.21% 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...