Kestra Advisory Services, LLC Doubleline ETF Tr Opportunisti Transaction History

Kestra Advisory Services, LLC

$20.1 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$42.87 - $46.43 $283,199 - $306,716	6,606 New	6,606 $305,000

Others Institutions Holding DBND

# of Institutions

87

Shares Held

10.6M

Call Options Held

0

Put Options Held

0

Cwm, LLC

1.37M
Shares

$63.5 Million
0.19% of portfolio
Envestnet Asset Management Inc

649K
Shares

$30.1 Million
0.01% of portfolio
Seascape Capital Management Portsmouth, NH

646K
Shares

$30 Million
8.51% of portfolio
Boothe Investment Group, Inc. Dover, DE

637K
Shares

$29.5 Million
12.38% of portfolio
Raymond James Financial Inc St. Petersburg, FL

622K
Shares

$28.8 Million
0.01% of portfolio

About DOUBLELINE ETF TR OPPORTUNISTI

Ticker DBND
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