Beaumont Financial Advisors, LLC Doubleline ETF Tr Opportunisti Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 25,755 shares of DBND stock, worth $1.17 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

25,755

Previous 23,983 7.39%

Holding current value

$1.17 Million

Previous $1.14 Million 2.73%

% of portfolio

0.1%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$45.15 - $47.26 $80,005 - $83,744	1,772 Added 7.39%	25,755 $1.17 Million
Q3 2024 Oct 09, 2024	BUY	$44.93 - $47.6 $224,065 - $237,381	4,987 Added 26.25%	23,983 $1.14 Million
Q1 2024 May 10, 2024	BUY	$45.34 - $46.36 $46,926 - $47,982	1,035 Added 5.76%	18,996 $871,000
Q4 2023 Jan 31, 2024	BUY	$42.87 - $46.43 $10,031 - $10,864	234 Added 1.32%	17,961 $830,000
Q3 2023 Nov 01, 2023	BUY	$44.07 - $46.28 $34,374 - $36,098	780 Added 4.6%	17,727 $782,000
Q2 2023 Aug 02, 2023	BUY	$45.86 - $47.08 $777,189 - $797,864	16,947 New	16,947 $782,000

Others Institutions Holding DBND

# of Institutions

Shares Held

5.39M

Call Options Held

Put Options Held

View Full List

About DOUBLELINE ETF TR OPPORTUNISTI

Ticker DBND
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Beaumont Financial Advisors, LLC Doubleline ETF Tr Opportunisti Transaction History