Axxcess Wealth Management, LLC Doubleline ETF Tr Opportunisti Transaction History

Axxcess Wealth Management, LLC

$3.96 Billion
Q4 2024

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 12,139 shares of DBND stock, worth $556,087. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,139

Previous 11,333 7.11%

Holding current value

$556,087

Previous $536,000 2.43%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

7.47M

Call Options Held

Put Options Held

View Full List

About DOUBLELINE ETF TR OPPORTUNISTI

Ticker DBND
Sector ETFs
Industry ETFs

More about DBND

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Account

Axxcess Wealth Management, LLC Doubleline ETF Tr Opportunisti Transaction History