Principia Wealth Advisory, LLC Doubleline ETF Tr Opportunisti Transaction History

Principia Wealth Advisory, LLC

  • $118 Billion
  • Q2 2025

A detailed history of Principia Wealth Advisory, LLC transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 9,600 shares of DBND stock, worth $445,152. This represents 0.38% of its overall portfolio holdings.

Number of Shares
9,600
Previous 8,615 11.43%
Holding current value
$445,152
Previous $392 Million 13.33%
% of portfolio
0.38%
Previous 0.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$45.18 - $46.32 $44,502 - $45,625
985 Added 11.43%
9,600 $444 Million
Q1 2025

Apr 11, 2025
SELL
$44.88 - $46.36 $807 - $834
-18 Reduced 0.21%
8,615 $392 Million
Q4 2024

Apr 11, 2025
BUY
$45.15 - $47.26 $389,779 - $407,995
8,633 New
8,633 $391 Million

Others Institutions Holding DBND

# of Institutions
86
Shares Held
10.5M
Call Options Held
0
Put Options Held
0
View Full List

About DOUBLELINE ETF TR OPPORTUNISTI

DBND Quotes by TradingView
  • Ticker DBND
  • Sector ETFs
  • Industry ETFs
More about DBND
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