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Doubleline Etf Trust shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Doubleline Etf Trust (DMBS) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Doubleline Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Doubleline Etf Trust held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline Etf Trust by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.3M 85k 50.39
2024-06-30 $3.8M 78k 48.25
2024-03-31 $2.7M 56k 48.70

More positions owned by Integrated Wealth Concepts

Ishares Msci MF Closed and MF Open (QUAL)
Bny Mellon MF Closed and MF Open (BKLC)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Etf Aptus MF Closed and MF Open (ACIO)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Etf Ser MF Closed and MF Open (DRSK)
SPDR S&P MF Closed and MF Open (SPY)
Blackrock U S MF Closed and MF Open (DYNF)
Invesco Qqq MF Closed and MF Open (QQQ)
Goldman Sachs MF Closed and MF Open (GSEW)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)

View all positions for Integrated Wealth Concepts

Top funds holding Doubleline Etf Trust

Gradient Investments
Cobblestone Capital Advisors
Advocacy Wealth Management Services
Congress Wealth Management LLC / DE /
Envestnet Asset Management
Park Avenue Securities
Motley Fool Wealth Management
Tortoise Investment Management
Legacy CG
Ami Investment Management
Foundations Investment Advisors
Astoria Portfolio Advisors
Whitney & Company
Mattson Financial Services
Integrated Capital Management

View all funds holding Doubleline Etf Trust