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

Quarter-by-quarter ownership of Doubleline Etf Trust (DCRE) 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
2025-06-30 $3.8M 73k 52.03
2025-03-31 $2.4M 46k 51.87
2024-12-31 $765k 15k 51.46

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View all positions for Congress Wealth Management LLC / DE /

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Congress Wealth Management LLC / DE /

View all funds holding Doubleline Etf Trust