Litman Gregory Wealth Management LLC - DOUBLELINE OPPORTUNISTIC CR ownership

DOUBLELINE OPPORTUNISTIC CR's ticker is DBL and the CUSIP is 258623107. A total of 67 filers reported holding DOUBLELINE OPPORTUNISTIC CR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Litman Gregory Wealth Management LLC ownership history of DOUBLELINE OPPORTUNISTIC CR
ValueSharesWeighting
Q2 2022$2,494,000
+15.2%
160,050
+23.9%
0.37%
+15.8%
Q1 2022$2,165,000
+25.4%
129,150
+43.4%
0.32%
+8.2%
Q4 2021$1,726,000
-14.8%
90,050
-12.4%
0.29%
-23.1%
Q3 2021$2,026,000
-4.5%
102,740
+4743.9%
0.38%
-3.8%
Q2 2021$2,121,000
+15.1%
2,121
-97.7%
0.40%
+9.7%
Q1 2021$1,842,000
+37.5%
93,300
+36.8%
0.36%
+46.7%
Q4 2020$1,340,000
+15.0%
68,200
+11.6%
0.25%
+2.1%
Q3 2020$1,165,000
+41.7%
61,100
+40.8%
0.24%
+33.1%
Q2 2020$822,000
+62.8%
43,400
+46.9%
0.18%
+42.5%
Q1 2020$505,00029,5500.13%
Other shareholders
DOUBLELINE OPPORTUNISTIC CR shareholders Q1 2022
NameSharesValueWeighting ↓
R.P. Boggs & Co. 245,538$4,825,0003.33%
Family Management Corp 236,969$4,656,0001.60%
Shaker Financial Services, LLC 147,011$2,889,0001.20%
Aviance Capital Partners, LLC 270,296$5,311,0001.07%
Intellectus Partners, LLC 170,531$3,351,0001.00%
SIT INVESTMENT ASSOCIATES INC 1,796,450$35,300,0000.96%
ArchPoint Investors 150,278$2,953,0000.82%
Kercheville Advisors, LLC 71,712$1,417,0000.77%
Secure Asset Management, LLC 40,089$788,0000.46%
Measured Wealth Private Client Group, LLC 44,233$869,0000.36%
View complete list of DOUBLELINE OPPORTUNISTIC CR shareholders