Acorn Wealth Advisors, LLC Double Line Income Solutions Fund Transaction History

Acorn Wealth Advisors, LLC

$194 Million
Q2 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 13, 2018	SELL	$20.0 - $20.59 $78,260 - $80,568	-3,913 Closed	0 $0
Q2 2018 Aug 10, 2018	BUY	$19.92 - $20.56 $1,175 - $1,213	59 Added 1.53%	3,913 $82,000
Q1 2018 May 14, 2018	BUY	$19.62 - $20.87 $1,098 - $1,168	56 Added 1.47%	3,854 $82,000
Q4 2017 Feb 14, 2018	BUY	$19.96 - $21.46 $75,808 - $81,505	3,798	3,798 $84,000

Others Institutions Holding DSL

# of Institutions

185

Shares Held

23.2M

Call Options Held

7.1K

Put Options Held

27.8K

Mc Gowan Group Asset Management, Inc. Dallas, TX

3.8M
Shares

$47.7 Million
8.14% of portfolio
Morgan Stanley New York, NY

2.75M
Shares

$34.5 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

1.18M
Shares

$14.7 Million
0.05% of portfolio
Ubs Group Ag

1.16M
Shares

$14.6 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

1.04M
Shares

$13 Million
0.0% of portfolio

About DoubleLine Income Solutions Fund

Ticker DSL
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
DoubleLine Funds - DoubleLine Income Solutions Fund is a closed end fixed income mutual fund launched and managed by DoubleLine Capital LP. The fund invests in fixed income markets across the globe. It primarily invests in debt securities issued by domestic or foreign corporate or other issuers, obligations of foreign sovereigns or their agencie...

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