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

Quarter-by-quarter ownership of Doubleline Etf Trust (DMBS) 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
2024-09-30 $25M 502k 50.39
2024-03-31 $24M 484k 48.69
2023-12-31 $21M 425k 49.49

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