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Doubleline Etf Trust shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Doubleline Etf Trust (DBND) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Doubleline Etf Trust

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All positions including Doubleline Etf Trust held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline Etf Trust by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $537k 11k 47.36
2024-06-30 $515k 11k 45.40
2024-03-31 $521k 11k 45.88
2023-12-31 $523k 11k 46.26
2023-09-30 $492k 11k 44.12
2023-06-30 $478k 10k 46.18

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Servicenow (NOW)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Put Option (Principal)
Ishares Tr Core Msci Intl (IDEV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr TRS FLT RT BD (TFLO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Axxcess Wealth Management

Top funds holding Doubleline Etf Trust

CWM
Seascape Capital Management
Whitney & Company
Boothe Investment Group
One Capital Management
HPM Partners
Foundations Investment Advisors
Cravens & Co Advisors
Envestnet Asset Management
Waddell & Associates
Fortis Advisors
Landmark Wealth Management
Beckerman Institutional
Mml Investors Services
Premier Path Wealth Partners

View all funds holding Doubleline Etf Trust