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Doubleline Total Etf etf shares owned by MAI Wealth Advisors

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

Historical chart of MAI 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 MAI 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 251k 40.57
2025-06-30 $8.4M 209k 40.11
2025-03-31 $7.2M 178k 40.29
2024-12-31 $7.3M 185k 39.39

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

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