Aprio Wealth Management, LLC - DOUBLELINE ETF TRUST ownership

DOUBLELINE ETF TRUST's ticker is and the CUSIP is 25861R105. A total of 51 filers reported holding DOUBLELINE ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Aprio Wealth Management, LLC ownership history of DOUBLELINE ETF TRUST
ValueSharesWeighting
Q2 2024$3,508,318
+4.2%
77,275
+5.3%
0.64%
-3.2%
Q1 2024$3,365,594
+18.8%
73,356
+19.8%
0.66%
+4.4%
Q4 2023$2,832,796
+15.0%
61,243
+9.7%
0.63%
-6.5%
Q3 2023$2,462,29355,8090.68%
Other shareholders
DOUBLELINE ETF TRUST shareholders Q2 2024
NameSharesValueWeighting ↓
Seascape Capital Management 492,575$22,3638.34%
Boothe Investment Group, Inc. 360,314$16,1897.50%
Cravens & Co Advisors, LLC 212,845$9,663,2057.17%
Landmark Wealth Management, LLC 123,040$5,5864.35%
Fortis Advisors, LLC 115,938$5,263,6033.50%
W.G. Shaheen & Associates DBA Whitney & Co 411,938$18,702,0592.15%
WADDELL & ASSOCIATES, LLC 184,570$8,379,5341.10%
Beaumont Capital Management, LLC 26,945$1,223,3220.96%
Premier Path Wealth Partners, LLC 104,361$4,738,0100.81%
Aprio Wealth Management, LLC 77,275$3,508,3180.64%
View complete list of DOUBLELINE ETF TRUST shareholders