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Doubleline Opportunistic Cr shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory investment in Doubleline Opportunistic Cr

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

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Quarterly reported holdings in Doubleline Opportunistic Cr by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $61k 4.0k 15.38
2025-03-31 $62k 4.0k 15.46
2024-12-31 $44k 2.8k 15.50

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Top funds holding Doubleline Opportunistic Cr

Sit Investment Associates
Gridiron Partners
Morgan Stanley
UBS Group
Evergreen Capital Management
Twelve Points Wealth Management
Stifel Financial
Ameriprise Financial
Intellectus Partners
Royal Bank of Canada
Stratos Wealth Advisors
R.P. Boggs & Co. Wealth Mangement
Janney Montgomery Scott
LPL Financial
Guggenheim Capital, LLC Managers

View all funds holding Doubleline Opportunistic Cr