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Doubleline Etf Trust shares owned by Congress Wealth Management LLC / DE /

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

Historical chart of Congress Wealth Management LLC / DE / investment in Doubleline Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Doubleline Etf Trust by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.0M 109k 46.26
2023-09-30 $13M 299k 44.12
2023-06-30 $13M 270k 46.18
2023-03-31 $11M 236k 46.70
2022-12-31 $9.6M 210k 45.49
2022-09-30 $9.6M 209k 45.65
2022-06-30 $10M 212k 47.96