Beaumont Financial Advisors »

Doubleline Total Etf etf shares owned by Beaumont Financial Advisors

Quarter-by-quarter ownership of Doubleline Total Etf etf (TOTL) shares owned by Beaumont Financial Advisors from 13F filings

Historical chart of Beaumont Financial Advisors investment in Doubleline Total Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Doubleline Total Etf etf held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Doubleline Total Etf etf by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $565k 14k 40.25
2023-09-30 $448k 12k 38.65
2023-06-30 $465k 12k 40.55
2023-03-31 $470k 12k 41.03
2022-12-31 $459k 12k 40.04

More positions owned by Beaumont Financial Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded Active Growth (JGRO)
Ishares Tr Core S&p Md Cap (IJH)
Ishares Tr Global 100 Etf (IOO)
J P Morgan Exchange Traded Us Qualty Fctr (JQUA)
Amazon (AMZN)
McDonald's Corporation (MCD)
Ishares Tr S&P SML 600 GRTH (IJT)
Lowe's Companies (LOW)
J P Morgan Exchange Traded Equity Focus Etf (JPEF)
Fidelity Covington Trust New Millenium (FFLC)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Beaumont Financial Advisors

Top funds holding Doubleline Total Etf etf

Signature Estate and Investment Advisors
Advisor Group Holdings
Wealth Enhancement Advisory Services
Tectonic Advisors
Bank of America Corporation
Capital Advisors
Wells Fargo & Company
Bank of New York Mellon
UBS Group
Arden Trust
Royal Bank of Canada
Janney Capital Management
HighTower Advisors
Jane Street
Horizon Investments

View all funds holding Doubleline Total Etf etf