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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

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 45k 40.25

More positions owned by Heritage Wealth Management

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

View all positions for Heritage Wealth Management

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

View all funds holding Doubleline Total Etf etf