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Doubleline Total Etf etf shares owned by Weatherly Asset Management

Quarter-by-quarter ownership of Doubleline Total Etf etf (TOTL) shares owned by Weatherly Asset Management from 13F filings

Historical chart of Weatherly Asset Management investment in Doubleline Total Etf etf

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All positions including Doubleline Total Etf etf held by Weatherly Asset 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 Weatherly Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $20M 471k 41.40
2024-06-30 $19M 467k 39.72
2024-03-31 $19M 483k 40.05
2023-12-31 $19M 470k 40.25
2023-09-30 $18M 459k 38.65
2023-06-30 $18M 446k 40.55
2023-03-31 $18M 446k 41.03
2022-12-31 $18M 439k 40.04
2022-09-30 $17M 424k 40.18
2022-06-30 $18M 420k 42.18
2022-03-31 $19M 426k 44.77
2021-12-31 $17M 366k 47.34
2021-09-30 $13M 263k 48.32
2021-06-30 $9.6M 198k 48.41
2021-03-31 $7.6M 158k 48.21
2020-12-31 $6.8M 138k 49.28
2020-09-30 $4.0M 82k 49.31
2020-06-30 $3.5M 70k 49.55
2020-03-31 $3.1M 65k 47.97
2019-12-31 $3.0M 61k 48.99
2019-09-30 $2.6M 53k 49.23
2019-06-30 $2.6M 52k 49.06
2019-03-31 $2.4M 49k 48.35
2018-12-31 $2.1M 44k 47.36
2018-09-30 $2.0M 42k 47.26
2018-06-30 $1.9M 40k 47.55
2018-03-31 $1.8M 38k 47.98
2017-12-31 $1.8M 38k 48.63
2017-09-30 $1.9M 38k 49.26
2017-06-30 $1.4M 29k 49.22
2017-03-31 $1.4M 28k 48.85
2016-12-31 $1.2M 24k 48.40
2016-09-30 $1.1M 23k 50.21
2016-06-30 $648k 27k 23.64
2016-03-31 $506k 10k 49.37
2015-12-31 $439k 9.0k 48.56

More positions owned by Weatherly Asset Management

Eli Lilly & Co Common (LLY)
Apple Common (AAPL)
Microsoft Corp Common (MSFT)
Amazon Common (AMZN)
Netflix Common (NFLX)
J P Morgan Exchange Traded F Common (JMST)
Fidelity Merrimack Str Tr Common (FBND)
Invesco Exch Traded Fd Tr Ii Common (CGW)
Costco Whsl Corp Common (COST)
Waste Mgmt Inc Del Common (WM)
J P Morgan Exchange Traded F Common (JPST)
Vanguard Whitehall Fds Foreign (VIGI)
Ssga Active Etf Tr Foreign (TOTL)
Nvidia Corporation Common (NVDA)
Ishares Tr Common (ITOT)

View all positions for Weatherly Asset Management

Top funds holding Doubleline Total Etf etf

Signature Estate and Investment Advisors
Morgan Stanley
Envestnet Asset Management
Wealth Enhancement Advisory Services
LPL Financial
Tectonic Advisors
Bank of America Corporation
CWM
Capital Advisors
Bank of New York Mellon
Wells Fargo & Company
Kestra Investment Management
Arden Trust
Morling Financial Advisors
Royal Bank of Canada

View all funds holding Doubleline Total Etf etf