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Doubleline Total Etf etf shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors investment in Doubleline Total Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Doubleline Total Etf etf held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline Total Etf etf by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $435k 11k 40.25
2025-09-30 $438k 11k 40.57
2025-06-30 $455k 11k 40.11
2025-03-31 $761k 19k 40.18
2024-12-31 $1.5M 37k 39.39