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Doubleline Etf Trust shares owned by Beaumont Financial Advisors

Quarter-by-quarter ownership of Doubleline Etf Trust (DBND) shares owned by Beaumont Financial Advisors from 13F filings

Historical chart of Beaumont Financial Advisors investment in Doubleline Etf Trust

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All positions including Doubleline Etf Trust held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline Etf Trust by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 24k 47.36
2024-06-30 $862k 19k 45.40
2024-03-31 $872k 19k 45.88
2023-12-31 $831k 18k 46.26
2023-09-30 $782k 18k 44.12
2023-06-30 $783k 17k 46.18

More positions owned by Beaumont Financial Advisors

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Jpmorgan Active Growth Etf Etf (JGRO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Amazon Stock (AMZN)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Lowes Cos Stock (LOW)
Vanguard Growth Etf Etf (VUG)
Mcdonalds Corp Stock (MCD)

View all positions for Beaumont Financial Advisors

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