Axxcess Wealth Management, LLC Doubleline ETF Tr Opportunisti Transaction History

Axxcess Wealth Management, LLC

  • $4.58 Billion
  • Q3 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 12,201 shares of DBND stock, worth $565,760. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,201
Previous 11,756 3.79%
Holding current value
$565,760
Previous $543,000 4.42%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$45.57 - $46.76 $20,278 - $20,808
445 Added 3.79%
12,201 $567,000
Q2 2025

Jul 28, 2025
BUY
$45.18 - $46.32 $7,816 - $8,013
173 Added 1.49%
11,756 $543,000
Q1 2025

Apr 30, 2025
SELL
$44.88 - $46.36 $24,953 - $25,776
-556 Reduced 4.58%
11,583 $534,000
Q4 2024

Feb 10, 2025
BUY
$45.15 - $47.26 $36,390 - $38,091
806 Added 7.11%
12,139 $549,000
Q3 2024

Nov 04, 2024
SELL
$44.93 - $47.6 $584 - $618
-13 Reduced 0.11%
11,333 $536,000
Q2 2024

Aug 09, 2024
SELL
$44.53 - $45.94 $623 - $643
-14 Reduced 0.12%
11,346 $515,000
Q1 2024

May 14, 2024
BUY
$45.34 - $46.36 $2,176 - $2,225
48 Added 0.42%
11,360 $521,000
Q4 2023

Feb 06, 2024
BUY
$42.87 - $46.43 $7,416 - $8,032
173 Added 1.55%
11,312 $523,000
Q3 2023

Nov 14, 2023
BUY
$44.07 - $46.28 $34,859 - $36,607
791 Added 7.64%
11,139 $491,000
Q2 2023

Aug 08, 2023
BUY
$45.86 - $47.08 $474,559 - $487,183
10,348 New
10,348 $477,000

Others Institutions Holding DBND

# of Institutions
86
Shares Held
10.5M
Call Options Held
0
Put Options Held
0
View Full List

About DOUBLELINE ETF TR OPPORTUNISTI

DBND Quotes by TradingView
  • Ticker DBND
  • Sector ETFs
  • Industry ETFs
More about DBND
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