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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

Tip: Access up to 7 years of quarterly data

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
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

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Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Core S&p Md Cap (IJH)
Ishares Tr Global 100 Etf (IOO)
J P Morgan Exchange Traded Us Qualty Fctr (JQUA)
Amazon (AMZN)
McDonald's Corporation (MCD)
Ishares Tr S&P SML 600 GRTH (IJT)
Lowe's Companies (LOW)
J P Morgan Exchange Traded Equity Focus Etf (JPEF)
Fidelity Covington Trust New Millenium (FFLC)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Beaumont Financial Advisors

Top funds holding Doubleline Etf Trust

CWM
Seascape Capital Management
Whitney & Company
Boothe Investment Group
HPM Partners
One Capital Management
Cravens & Co Advisors
UBS Group
Landmark Wealth Management
Congress Wealth Management LLC / DE /
Aprio Wealth Management
Premier Path Wealth Partners
Stewardship Advisors
Cornerstone Wealth Group
Beaumont Capital Management

View all funds holding Doubleline Etf Trust