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Doubleline Etf Trust shares owned by Curi Wealth Management

Quarter-by-quarter ownership of Doubleline Etf Trust (DCRE) shares owned by Curi Wealth Management from 13F filings

Historical chart of Curi Wealth Management investment in Doubleline Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Doubleline Etf Trust held by Curi Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline Etf Trust by Curi Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.1M 120k 50.89
2023-09-30 $5.8M 115k 50.47
2023-06-30 $6.3M 126k 50.41

More positions owned by Curi Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
JPMorgan Chase & Co. (JPM)
Applied Materials (AMAT)
Ishares Tr Core Msci Eafe (IEFA)
Mastercard Incorporated Cl A (MA)
Visa Com Cl A (V)

View all positions for Curi Wealth Management

Top funds holding Doubleline Etf Trust

Gradient Investments
Envestnet Asset Management
Diversified
Klr Investment Advisors
Seascape Capital Management
Curi Wealth Management
Kathmere Capital Management
Raymond James & Associates
Leavell Investment Management
Royal Bank of Canada
Motley Fool Wealth Management
3EDGE Asset Management
Relative Value Partners
Belpointe Asset Management
Jane Street

View all funds holding Doubleline Etf Trust