EVERGREEN CAPITAL MANAGEMENT LLC - DOUBLELINE OPPORTUNISTIC CR ownership

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of DOUBLELINE OPPORTUNISTIC CR
ValueSharesWeighting
Q3 2023$1,932,055132,5140.08%
Other shareholders
DOUBLELINE OPPORTUNISTIC CR shareholders Q4 2023
NameSharesValueWeighting ↓
Twelve Points Wealth Management LLC 193,039$2,814,5021.40%
SIT INVESTMENT ASSOCIATES INC 2,779,900$40,5311.11%
ArchPoint Investors 115,974$1,690,9010.65%
Intellectus Partners, LLC 133,590$1,947,7390.62%
Aviance Capital Partners, LLC 147,914$2,156,5810.48%
Herr Investment Group LLC 411,190$5,995,1500.46%
MELFA WEALTH MANAGEMENT, INC. 15,311$223,2410.24%
Ignite Planners, LLC 39,824$575,8510.18%
Addison Capital Co 12,650$1840.14%
Kercheville Advisors, LLC 15,465$225,4830.14%
View complete list of DOUBLELINE OPPORTUNISTIC CR shareholders