Who owns DOUBLELINE ETF TRUST?
- Ticker: DCRE
- CUSIP Number: 25861r303
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Analyze quarterly positions in Doubleline Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold DOUBLELINE ETF TRUST this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Sanctuary Advisors | 379k | $20M | 20% | Sep 2024 |
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Gradient Investments | 366k | $19M | 2% | Sep 2024 |
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Envestnet Asset Management | 296k | $15M | 1% | Sep 2024 |
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Motley Fool Wealth Management | 277k | $14M | -4% | Sep 2024 |
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Diversified | 259k | $13M | 3% | Jun 2024 |
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Kathmere Capital Management | 257k | $13M | 43% | Sep 2024 |
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Baldwin Brothers | 195k | $10M | 100% | Sep 2024 |
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Seascape Capital Management | 136k | $7.1M | -2% | Sep 2024 |
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Leavell Investment Management | 103k | $5.3M | 41% | Sep 2024 |
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Saxon Interests | 102k | $5.3M | 100% | Sep 2024 |
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Foundations Investment Advisors | 100k | $5.2M | 499% | Sep 2024 |
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Raymond James & Associates | 78k | $4.0M | -10% | Sep 2024 |
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Belpointe Asset Management | 38k | $2.0M | 73% | Jun 2024 |
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Royal Bank of Canada | 35k | $1.8M | -5% | Sep 2024 |
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Centaurus Financial | 33k | $1.7M | 100% | Sep 2024 |
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3EDGE Asset Management | 30k | $1.5M | -1% | Sep 2024 |
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Wealthcare Advisory Partners | 25k | $1.3M | 162% | Sep 2024 |
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Private Advisor | 24k | $1.3M | 42% | Sep 2024 |
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Brown Financial Advisors | 22k | $1.1M | 5% | Sep 2024 |
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Smartleaf Asset Management | 20k | $1.1M | 20% | Sep 2024 |
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Paladin Wealth | 16k | $820k | 100% | Sep 2024 |
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Rareview Capital | 15k | $796k | 0% | Sep 2024 |
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Sugarloaf Wealth Management | 14k | $706k | -1% | Sep 2024 |
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Citadel Advisors | 11k | $585k | 0% | Sep 2024 |
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Global Wealth Management Investment Advisory | 11k | $573k | 100% | Sep 2024 |
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Transcend Wealth Collective | 11k | $545k | 100% | Sep 2024 |
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Janney Montgomery Scott | 10k | $537k | 4% | Sep 2024 |
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Naples Global Advisors | 8.8k | $456k | 1% | Sep 2024 |
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Mattson Financial Services | 7.5k | $385k | 0% | Sep 2024 |
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Nbc Securities | 7.0k | $366k | -9% | Sep 2024 |
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Journey Strategic Wealth | 6.4k | $332k | 2% | Sep 2024 |
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Jane Street | 5.6k | $290k | -38% | Sep 2024 |
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Franklin Resources | 4.9k | $252k | 0% | Sep 2024 |
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Southeast Asset Advisors | 4.0k | $206k | 0% | Sep 2024 |
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Brian McDonald | 3.0k | $157k | 80% | Sep 2024 |
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Tortoise Investment Management | 900.00 | $47k | 0% | Sep 2024 |
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Advisor Group Holdings | 480.00 | $25k | 4264% | Sep 2024 |
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Proequities | 282.00 | $15M | 0% | Sep 2024 |
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ORG Partners | 254.00 | $13k | 0% | Sep 2024 |
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EverSource Wealth Advisors | 55.00 | $2.9k | 0% | Sep 2024 |
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Continuum Advisory | 4.00 | $205.000000 | 100% | Sep 2024 |
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Who sold out of Doubleline Etf Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Relative Value Partners | Mar 2024 | 23k | $1.2M |
Virtu Financial | Jun 2024 | 20k | $1.0M |
Fortitude Family Office | Jun 2024 | 717.00 | $37k |
Harbour Investments | Jun 2024 | 346.00 | $18k |
Triad Wealth Partners | Jun 2024 | 26.00 | $1.3k |
Coppell Advisory Solutions | Jun 2024 | 12.00 | $617.000400 |