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Doubleline Opportunistic Cr shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Doubleline Opportunistic Cr (DBL) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Doubleline Opportunistic Cr

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All positions including Doubleline Opportunistic Cr held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline Opportunistic Cr by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $179k 12k 15.35

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Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
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Schwab Strategic Tr Us Dividend Eq (SCHD)
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Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for H D Vest Advisory Services

Top funds holding Doubleline Opportunistic Cr

UBS Group
Twelve Points Wealth Management
Wells Fargo & Company
Intellectus Partners
Janney Montgomery Scott
Gridiron Partners
Royal Bank of Canada
International Assets Investment Management
Raymond James & Associates
Stifel Financial
Bank of America Corporation
Guggenheim Capital, LLC Managers
Ignite Planners
Aviance Capital Partners
Horizon Kinetics Asset Management

View all funds holding Doubleline Opportunistic Cr