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Doubleline Total Etf etf shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Doubleline Total Etf etf (TOTL) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Doubleline Total Etf etf

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

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Quarterly reported holdings in Doubleline Total Etf etf by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.4M 130k 41.40

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Church & Dwight (CHD)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Meta Platforms Cl A (META)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p Mc 400gr Etf (IJK)
Broadcom (AVGO)

View all positions for Pensionmark Financial Group

Top funds holding Doubleline Total Etf etf

Signature Estate and Investment Advisors
FMR
Morgan Stanley
Envestnet Asset Management
LPL Financial
Tectonic Advisors
Bank of America Corporation
Wealth Enhancement Advisory Services
CWM
Advisor Group Holdings
Bank of New York Mellon
Wells Fargo & Company
UBS Group
Capital Advisors
Kestra Investment Management

View all funds holding Doubleline Total Etf etf