Doubleline Total Etf etf shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Doubleline Total Etf etf (TOTL) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Doubleline Total Etf etf
Tip: Access up to 7 years of quarterly data
All positions including Doubleline Total Etf etf held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Doubleline Total Etf etf by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $279k | 7.0k | 40.05 |
| 2023-12-31 | $1.2M | 30k | 40.25 |
| 2023-09-30 | $1.3M | 34k | 38.65 |
| 2023-06-30 | $1.4M | 34k | 40.55 |
| 2023-03-31 | $993k | 24k | 41.03 |
| 2022-12-31 | $1.0M | 26k | 40.04 |
| 2022-09-30 | $3.4M | 86k | 40.18 |
| 2022-06-30 | $3.5M | 83k | 42.18 |
More positions owned by Congress Wealth Management LLC / DE /
View all positions for Congress Wealth Management LLC / DE /