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Doubleline Etf Trust shares owned by Triad Wealth Partners

Quarter-by-quarter ownership of Doubleline Etf Trust (DMBS) shares owned by Triad Wealth Partners from 13F filings

Historical chart of Triad Wealth Partners investment in Doubleline Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Doubleline Etf Trust by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $430k 8.8k 48.69

More positions owned by Triad Wealth Partners

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core S&p Mcp Etf (IJH)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Flexshares Tr Cr Scd Us Bd (SKOR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
J P Morgan Exchange Traded F Mkt Expn Enhncd (JMEE)
Ishares Tr High Yld Systm B (HYDB)
Microsoft Corporation (MSFT)

View all positions for Triad Wealth Partners

Top funds holding Doubleline Etf Trust

Gradient Investments
Advocacy Wealth Management Services
HPM Partners
Congress Wealth Management LLC / DE /
Envestnet Asset Management
Tortoise Investment Management
Ami Investment Management
Whitney & Company
Integrated Capital Management
Sugarloaf Wealth Management
Integrated Wealth Concepts
Farther Finance Advisors
Motley Fool Wealth Management
Cravens & Co Advisors
May Louie

View all funds holding Doubleline Etf Trust