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Doubleline Yield shares owned by Schwarz Dygos Wheeler Investment Advisors

Quarter-by-quarter ownership of Doubleline Yield (DLY) shares owned by Schwarz Dygos Wheeler Investment Advisors from 13F filings

Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in Doubleline Yield

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All positions including Doubleline Yield held by Schwarz Dygos Wheeler Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline Yield by Schwarz Dygos Wheeler Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $638k 43k 14.87
2023-09-30 $627k 43k 14.73
2023-06-30 $484k 33k 14.53
2023-03-31 $456k 33k 13.99
2022-12-31 $364k 28k 13.12

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View all positions for Schwarz Dygos Wheeler Investment Advisors

Top funds holding Doubleline Yield

Wells Fargo & Company
UBS Group
Royal Bank of Canada
HighTower Advisors
Penserra Capital Management
Ieq Capital
Bank of America Corporation
Consolidated Portfolio Review Corp
PFG Investments
Rockefeller Capital Management
Raymond James Financial Services Advisors
Captrust Financial Advisors
Stifel Financial
Evoke Wealth
Vivaldi Capital Management

View all funds holding Doubleline Yield