Doubleline Total Etf etf shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Doubleline Total Etf etf (TOTL) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Doubleline Total Etf etf
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All positions including Doubleline Total Etf etf held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Doubleline Total Etf etf by Congress Wealth Management LLC / DE /
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $279k | 7.0k | 40.05 |
2023-12-31 | $1.2M | 30k | 40.25 |
2023-09-30 | $1.3M | 34k | 38.65 |
2023-06-30 | $1.4M | 34k | 40.55 |
2023-03-31 | $993k | 24k | 41.03 |
2022-12-31 | $1.0M | 26k | 40.04 |
2022-09-30 | $3.4M | 86k | 40.18 |
2022-06-30 | $3.5M | 83k | 42.18 |
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