Fortis Advisors, LLC Doubleline ETF Tr Opportunisti Transaction History
Fortis Advisors, LLC
- $142 Million
- Q3 2025
A detailed history of Fortis Advisors, LLC transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, Fortis Advisors, LLC holds 208,745 shares of DBND stock, worth $9.68 Million. This represents 6.83% of its overall portfolio holdings.
Number of Shares
208,745
Previous 158,102
32.03%
Holding current value
$9.68 Million
Previous $7.31 Million
32.86%
% of portfolio
6.83%
Previous 5.59%
Shares
13 transactions
Others Institutions Holding DBND
# of Institutions
86Shares Held
10.5MCall Options Held
0Put Options Held
0-
Cwm, LLC1.37MShares$63.5 Million0.19% of portfolio
-
Envestnet Asset Management Inc649KShares$30.1 Million0.01% of portfolio
-
Boothe Investment Group, Inc. Dover, DE637KShares$29.5 Million12.38% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL622KShares$28.8 Million0.01% of portfolio
-
Seascape Capital Management Portsmouth, NH618KShares$28.7 Million8.25% of portfolio