WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC - DOUBLELINE ETF TRUST ownership

DOUBLELINE ETF TRUST's ticker is and the CUSIP is 25861R204. A total of 29 filers reported holding DOUBLELINE ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC ownership history of DOUBLELINE ETF TRUST
ValueSharesWeighting
Q3 2023$19,700,905
-2.7%
832,315
+0.6%
9.87%
+0.1%
Q2 2023$20,257,517
+8.1%
827,175
+0.1%
9.86%
+0.4%
Q1 2023$18,741,941826,7479.82%
Other shareholders
DOUBLELINE ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Socha Financial Group, LLC 1,424,786$29,621,30130.33%
TMD Wealth Management, LLC 19,824$412,0000.17%
WADDELL & ASSOCIATES, LLC 12,487$260,0000.05%
Cambridge Investment Research Advisors, Inc. 68,998$1,434,0000.01%
Capital Analysts, LLC 2,625$55,0000.00%
HARBOUR INVESTMENTS, INC. 400$8,0000.00%
Citadel Advisors 21,830$454,0000.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
BANK OF AMERICA CORP /DE/ 390$8,0000.00%
JPMORGAN CHASE & CO 1,063$22,0000.00%
View complete list of DOUBLELINE ETF TRUST shareholders