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Doubleline Etf Trust shares owned by Benchmark Financial Wealth Advisors

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

Historical chart of Benchmark Financial Wealth Advisors investment in Doubleline Etf Trust

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

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Quarterly reported holdings in Doubleline Etf Trust by Benchmark Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $19M 415k 46.53
2025-06-30 $17M 368k 46.24
2025-03-31 $16M 340k 46.17

More positions owned by Benchmark Financial Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Doubleline Etf Trust Opportunistic Co (DBND)
Ishares Tr Core S&p Ttl Stk (ITOT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Rus Tp200 Gr Etf (IWY)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr Financial (XLF)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)

View all positions for Benchmark Financial Wealth Advisors

Top funds holding Doubleline Etf Trust

CWM
Envestnet Asset Management
Boothe Investment Group
Raymond James Financial
Seascape Capital Management
UBS Group
Foundations Investment Advisors
Whitney & Company
Benchmark Financial Wealth Advisors
Aptus Capital Advisors
Guardian Wealth Advisors, Llc / Nc
HPM Partners
Cravens & Co Advisors
Fortis Advisors
Beckerman Institutional

View all funds holding Doubleline Etf Trust