TRANSCEND CAPITAL ADVISORS, LLC - DOUBLELINE YIELD OPPORTUNITI ownership

DOUBLELINE YIELD OPPORTUNITI's ticker is DLY and the CUSIP is 25862D105. A total of 36 filers reported holding DOUBLELINE YIELD OPPORTUNITI in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
TRANSCEND CAPITAL ADVISORS, LLC ownership history of DOUBLELINE YIELD OPPORTUNITI
ValueSharesWeighting
Q1 2022$194,000
-10.6%
11,5960.0%0.02%
-10.5%
Q4 2021$217,000
-3.6%
11,5960.0%0.02%
-5.0%
Q3 2021$225,000
+7.1%
11,596
+10.5%
0.02%
-33.3%
Q2 2021$210,000
+5.0%
10,4960.0%0.03%
+25.0%
Q1 2021$200,000
+3.1%
10,4960.0%0.02%
-4.0%
Q4 2020$194,00010,4960.02%
Other shareholders
DOUBLELINE YIELD OPPORTUNITI shareholders Q1 2021
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%
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%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 17,137$252,4280.13%
View complete list of DOUBLELINE YIELD OPPORTUNITI shareholders