Stewardship Advisors, LLC Doubleline ETF Tr Opportunisti Transaction History
Stewardship Advisors, LLC
- $347 Million
- Q1 2025
A detailed history of Stewardship Advisors, LLC transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, Stewardship Advisors, LLC holds 5,446 shares of DBND stock, worth $247,684. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,446
Previous 15,061
63.84%
Holding current value
$247,684
Previous $682,000
63.2%
% of portfolio
0.07%
Previous 0.2%
Shares
10 transactions
Others Institutions Holding DBND
# of Institutions
68Shares Held
7.65MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH1.94MShares$88.4 Million0.59% of portfolio
-
Cwm, LLC1.13MShares$51.5 Million0.21% of portfolio
-
Boothe Investment Group, Inc. Dover, DE555KShares$25.2 Million13.36% of portfolio
-
Seascape Capital Management Portsmouth, NH480KShares$21.8 Million7.58% of portfolio
-
W.G. Shaheen & Associates Dba Whitney & CO433KShares$19.7 Million2.15% of portfolio