Landmark Wealth Management, LLC Doubleline ETF Tr Opportunisti Transaction History
Landmark Wealth Management, LLC
- $226 Million
- Q4 2024
A detailed history of Landmark Wealth Management, LLC transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 132,116 shares of DBND stock, worth $6.09 Million. This represents 2.65% of its overall portfolio holdings.
Number of Shares
132,116
Previous 126,156
4.72%
Holding current value
$6.09 Million
Previous $5.98 Million
0.13%
% of portfolio
2.65%
Previous 2.6%
Shares
9 transactions
Others Institutions Holding DBND
# of Institutions
65Shares Held
7.47MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH1.94MShares$89.7 Million0.59% of portfolio
-
Cwm, LLC1.13MShares$52.2 Million0.21% of portfolio
-
Seascape Capital Management Portsmouth, NH480KShares$22.1 Million7.58% of portfolio
-
W.G. Shaheen & Associates Dba Whitney & CO433KShares$20 Million2.15% of portfolio
-
Boothe Investment Group, Inc. Dover, DE395KShares$18.2 Million8.06% of portfolio