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Doubleline Yield shares owned by Walled Lake Planning & Wealth Management

Quarter-by-quarter ownership of Doubleline Yield (DLY) shares owned by Walled Lake Planning & Wealth Management from 13F filings

Historical chart of Walled Lake Planning & Wealth Management investment in Doubleline Yield

Tip: Access up to 7 years of quarterly data

All positions including Doubleline Yield held by Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline Yield by Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $252k 17k 14.73

More positions owned by Walled Lake Planning & Wealth Management

Doubleline Shiller CAPE US Equity Shiller Cape U S (CAPE)
iShares MSCI USA Min Vol Factor Msci Usa Min Vol (USMV)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
iShares MSCI USA Equal Weight Msci Equal Weite (EUSA)
Apple (AAPL)
Cisco Systems (CSCO)
Lockheed Martin Corporation (LMT)
iShares Russell 1000 Growth Rus 1000 Grw Etf (IWF)
Invesco S&P 500 Equal Weight Healthcare S&p500 Eql Hlt (RSPH)
Gilead Sciences (GILD)
Merck & Co (MRK)
Ross Stores (ROST)
Vanguard High Dividend ETF High Div Yld (VYM)
Invesco S&P 500 Equal Weight Technology S&p500 Eql Tec (RSPT)
Huntington Ingalls Inds (HII)

View all positions for Walled Lake Planning & Wealth Management

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