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Doubleline Total Etf etf shares owned by KWB Wealth

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

Historical chart of KWB Wealth investment in Doubleline Total Etf etf

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

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Quarterly reported holdings in Doubleline Total Etf etf by KWB Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 322k 40.11
2025-06-30 $14M 348k 40.29
2025-03-31 $10M 261k 39.39
2024-12-31 $4.8M 117k 41.40

More positions owned by KWB Wealth

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfolio Agrgte (SPAB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Invesco Actively Managed Exc Total Return (GTO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Capital Group Core Balanced SHS (CGBL)

View all positions for KWB Wealth

Top funds holding Doubleline Total Etf etf

FMR
Morgan Stanley
Signature Estate and Investment Advisors
CWM
Envestnet Asset Management
LPL Financial
Tectonic Advisors
Wealth Enhancement Advisory Services
Advisor Group Holdings
UBS Group
Wells Fargo & Company
Kestra Investment Management
Capital Advisors
Chevoit Value Management
Royal Bank of Canada

View all funds holding Doubleline Total Etf etf