Mount Yale Investment Advisors, LLC Doubleline ETF Tr Opportunisti Transaction History
Mount Yale Investment Advisors, LLC
- $1.38 Billion
- Q3 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 63,786 shares of DBND stock, worth $2.96 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
63,786Holding current value
$2.96 Million% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding DBND
# of Institutions
87Shares Held
10.6MCall 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
-
Seascape Capital Management Portsmouth, NH646KShares$30 Million8.51% of portfolio
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Boothe Investment Group, Inc. Dover, DE637KShares$29.5 Million12.38% of portfolio
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Raymond James Financial Inc St. Petersburg, FL622KShares$28.8 Million0.01% of portfolio