Heritage Wealth Management »

Doubleline Total Etf etf shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Doubleline Total Etf etf (TOTL) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management 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 Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Doubleline Total Etf etf by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 59k 41.40
2024-06-30 $2.3M 57k 39.72
2024-03-31 $2.1M 53k 40.05
2023-12-31 $1.8M 45k 40.25

More positions owned by Heritage Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple Put Option (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Calif Mun Bd Etf (CMF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Microsoft Corporation (MSFT)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Heritage Wealth Management

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