Integrated Wealth Concepts »

Doubleline Opportunistic Cr shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Doubleline Opportunistic Cr (DBL) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Doubleline Opportunistic Cr

Tip: Access up to 7 years of quarterly data

All positions including Doubleline Opportunistic Cr held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Doubleline Opportunistic Cr by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $37k 2.6k 14.38
2022-09-30 $221k 15k 14.47
2022-06-30 $238k 15k 15.58

More positions owned by Integrated Wealth Concepts

Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Etf Ser Solutions Aptus Defined (DRSK)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Etf Ser Solutions Aptus Int Enh Yl (IDUB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Integrated Wealth Concepts

Top funds holding Doubleline Opportunistic Cr

Sit Investment Associates
Nelson, Van Denburg & Campbell Wealth Management
UBS Group
Morgan Stanley
Evergreen Capital Management
Royal Bank of Canada
Twelve Points Wealth Management
Ameriprise Financial
Gridiron Partners
Stratos Wealth Advisors
Intellectus Partners
Wells Fargo & Company
R.P. Boggs & Co. Wealth Mangement
LPL Financial
Shaker Financial Services

View all funds holding Doubleline Opportunistic Cr