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
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Quarterly 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
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