Walled Lake Planning & Wealth Management, LLC Double Line Income Solutions Fund Transaction History
Walled Lake Planning & Wealth Management, LLC
- $226 Million
- Q2 2024
A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Double Line Income Solutions Fund stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 39,054 shares of DSL stock, worth $496,376. This represents 0.22% of its overall portfolio holdings.
Number of Shares
39,054
Previous 25,405
53.73%
Holding current value
$496,376
Previous $322,000
51.55%
% of portfolio
0.22%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding DSL
# of Institutions
185Shares Held
23.2MCall Options Held
7.1KPut Options Held
27.8K-
Mc Gowan Group Asset Management, Inc. Dallas, TX3.8MShares$48.3 Million8.14% of portfolio
-
Morgan Stanley New York, NY2.75MShares$35 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.1.18MShares$14.9 Million0.05% of portfolio
-
Ubs Group Ag1.16MShares$14.7 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.04MShares$13.2 Million0.0% of portfolio
About DoubleLine Income Solutions Fund
- Ticker DSL
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- DoubleLine Funds - DoubleLine Income Solutions Fund is a closed end fixed income mutual fund launched and managed by DoubleLine Capital LP. The fund invests in fixed income markets across the globe. It primarily invests in debt securities issued by domestic or foreign corporate or other issuers, obligations of foreign sovereigns or their agencie...