Avidian Wealth Enterprises, LLC - DOUBLELINE YIELD OPPORTUNITI ownership

DOUBLELINE YIELD OPPORTUNITI's ticker is DLY and the CUSIP is 25862D105. A total of 63 filers reported holding DOUBLELINE YIELD OPPORTUNITI in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Avidian Wealth Enterprises, LLC ownership history of DOUBLELINE YIELD OPPORTUNITI
ValueSharesWeighting
Q2 2024$220,920
-1.0%
14,0000.0%0.01%
-18.2%
Q1 2024$223,160
+7.2%
14,0000.0%0.01%
-15.4%
Q4 2023$208,180
+1.0%
14,0000.0%0.01%
-13.3%
Q3 2023$206,220
+1.4%
14,0000.0%0.02%
+15.4%
Q2 2023$203,420
+3.9%
14,0000.0%0.01%
+18.2%
Q1 2023$195,86014,0000.01%
Other shareholders
DOUBLELINE YIELD OPPORTUNITI shareholders Q3 2023
NameSharesValueWeighting ↓
Penn Mutual Asset Management 199,841$2,943,6582.76%
Pettinga Financial Advisors LLC 204,957$3,019,0190.91%
Herr Investment Group LLC 693,783$10,219,4240.78%
Consolidated Portfolio Review Corp 176,665$2,602,2780.63%
Allie Family Office LLC 20,000$294,6000.24%
Pathway Financial Advisers, LLC 36,679$540,3290.22%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 42,591$627,3650.21%
Atlas Wealth LLC 51,296$755,5900.14%
OPTIMUM INVESTMENT ADVISORS 17,259$254,2290.13%
Penserra Capital Management LLC 415,655$6,1220.13%
View complete list of DOUBLELINE YIELD OPPORTUNITI shareholders