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Doubleline Total Etf etf shares owned by Forum Private Client Group

Quarter-by-quarter ownership of Doubleline Total Etf etf (TOTL) shares owned by Forum Private Client Group from 13F filings

Historical chart of Forum Private Client Group investment in Doubleline Total Etf etf

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All positions including Doubleline Total Etf etf held by Forum Private Client Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline Total Etf etf by Forum Private Client Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $779k 19k 40.25
2023-06-30 $1.0M 25k 40.55
2023-03-31 $1.0M 25k 41.03
2022-12-31 $1.0M 25k 40.04
2022-09-30 $1.0M 25k 40.16
2022-06-30 $1.1M 27k 42.16
2022-03-31 $1.2M 26k 44.76

More positions owned by Forum Private Client Group

Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Mcp Etf (IJH)
Eli Lilly & Co. (LLY)

View all positions for Forum Private Client Group

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
Janney Capital Management
Royal Bank of Canada
HighTower Advisors
Jane Street
Horizon Investments

View all funds holding Doubleline Total Etf etf