Doubleline Total Etf etf shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Doubleline Total Etf etf (TOTL) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in Doubleline Total Etf etf
Tip: Access up to 7 years of quarterly data
All positions including Doubleline Total Etf etf held by Heritage Financial Services 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 Heritage Financial Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $267k | 6.8k | 39.39 |
2024-09-30 | $280k | 6.8k | 41.40 |
2024-06-30 | $269k | 6.8k | 39.72 |
2024-03-31 | $595k | 15k | 40.05 |
2023-12-31 | $579k | 14k | 40.25 |
2023-09-30 | $577k | 15k | 38.65 |
2023-06-30 | $738k | 18k | 40.55 |
2022-09-30 | $823k | 21k | 40.18 |
2022-06-30 | $1.6M | 38k | 42.16 |
More positions owned by Heritage Financial Services
View all positions for Heritage Financial Services