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Doubleline Total Etf etf shares owned by Family Firm

Quarter-by-quarter ownership of Doubleline Total Etf etf (TOTL) shares owned by Family Firm from 13F filings

Historical chart of Family Firm investment in Doubleline Total Etf etf

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

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Quarterly reported holdings in Doubleline Total Etf etf by Family Firm

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.0M 181k 27.97
2024-06-30 $4.8M 178k 26.70
2024-03-31 $4.7M 119k 40.05
2023-12-31 $4.7M 118k 40.25
2023-09-30 $4.5M 116k 38.65
2023-06-30 $4.7M 115k 40.55
2023-03-31 $4.7M 115k 41.03
2022-12-31 $4.6M 116k 40.04
2022-09-30 $6.7M 142k 47.34
2022-06-30 $6.7M 142k 47.34
2022-03-31 $6.7M 142k 47.34
2021-12-31 $6.7M 142k 47.34
2021-09-30 $6.8M 142k 47.87
2021-06-30 $6.6M 136k 48.41
2021-03-31 $6.5M 135k 48.21
2020-12-31 $6.4M 130k 49.22
2020-09-30 $5.8M 117k 49.31
2020-06-30 $5.5M 112k 49.55
2020-03-31 $5.4M 112k 47.96
2019-12-31 $5.6M 114k 48.99
2019-09-30 $5.1M 104k 49.23
2019-06-30 $5.0M 102k 49.07
2019-03-31 $4.7M 97k 48.35
2018-12-31 $4.2M 89k 47.37
2018-09-30 $4.2M 89k 47.25
2018-06-30 $3.7M 78k 47.55
2018-03-31 $3.6M 76k 47.97
2017-12-31 $3.4M 70k 48.64
2017-09-30 $3.2M 64k 49.27
2017-06-30 $3.0M 62k 49.21
2017-03-31 $2.9M 59k 48.88
2016-12-31 $2.5M 51k 48.39
2016-09-30 $2.5M 50k 50.18
2016-06-30 $2.1M 42k 49.91
2016-03-31 $1.8M 37k 49.38
2015-12-31 $1.6M 32k 48.60
2015-09-30 $1.4M 29k 49.51
2015-06-30 $1.1M 21k 49.51
2015-03-31 $464k 9.3k 49.98

More positions owned by Family Firm

Ishares Russell 3000 Etf Etf (IWV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Ishares North American Natural Resources Etf Etf (IGE)
Vanguard Russell 3000 Etf Etf (VTHR)
Ishares Tips Bond Etf Etf (TIP)
Schwab U.s. Broad Market Etf Etf (SCHB)
Apple Stock (AAPL)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Ishares International Treasury Bond Etf Etf (IGOV)
Nvidia Corporation Stock (NVDA)
Vanguard Real Estate Etf Etf (VNQ)

View all positions for Family Firm

Top funds holding Doubleline Total Etf etf

Signature Estate and Investment Advisors
Morgan Stanley
Envestnet Asset Management
LPL Financial
Bank of America Corporation
Wealth Enhancement Advisory Services
Tectonic Advisors
Advisor Group Holdings
CWM
Capital Advisors
Wells Fargo & Company
Bank of New York Mellon
Kestra Investment Management
Arden Trust
Morling Financial Advisors

View all funds holding Doubleline Total Etf etf