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Doubleline Income Solutions shares owned by Kellett Schaffner Wealth Advisors

Quarter-by-quarter ownership of Doubleline Income Solutions (DSL) shares owned by Kellett Schaffner Wealth Advisors from 13F filings

Historical chart of Kellett Schaffner Wealth Advisors investment in Doubleline Income Solutions

Tip: Access up to 7 years of quarterly data

All positions including Doubleline Income Solutions held by Kellett Schaffner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline Income Solutions by Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $135k 11k 12.24

More positions owned by Kellett Schaffner Wealth Advisors

Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Select Sector Spdr Tr Technology (XLK)
Procter & Gamble Company (PG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Us Consum Discre (IYC)
Vanguard World Industrial Etf (VIS)
Vanguard World Comm Srvc Etf (VOX)
Vanguard World Consum Stp Etf (VDC)
Microsoft Corporation (MSFT)
Apple (AAPL)
Select Sector Spdr Tr Energy (XLE)

View all positions for Kellett Schaffner Wealth Advisors

Top funds holding Doubleline Income Solutions

UBS Group
Wells Fargo & Company
Stifel Financial
Royal Bank of Canada
Cambridge Investment Research Advisors
HighTower Advisors
Bank of America Corporation
Intellectus Partners
Penserra Capital Management
Raymond James Financial Services Advisors
Guggenheim Capital, LLC Managers
D.A. Davidson & Co.
Evoke Wealth
Summit X
Advisor Group Holdings

View all funds holding Doubleline Income Solutions