Herr Investment Group LLC - DOUBLELINE OPPORTUNISTIC CR ownership

Quarter-by-quarter ownership
Herr Investment Group LLC ownership history of DOUBLELINE OPPORTUNISTIC CR
ValueSharesWeighting
Q3 2023$5,995,150
+0.4%
411,190
-0.1%
0.46%
+3.6%
Q2 2023$5,971,678
+3.1%
411,556
+0.8%
0.44%
+6.0%
Q1 2023$5,790,290
+2.1%
408,342
+7.0%
0.42%
+21.2%
Q4 2022$5,668,765381,7350.34%
Other shareholders
DOUBLELINE OPPORTUNISTIC CR shareholders Q4 2023
NameSharesValueWeighting ↓
Apriem Advisors 287,613$6,644,0001.97%
DOLIVER ADVISORS, LP 82,932$1,916,0001.63%
Van Hulzen Asset Management, LLC 139,909$3,232,0001.50%
Intellectus Partners, LLC 74,461$1,720,0000.89%
ALETHEA CAPITAL MANAGEMENT, LLC 27,751$641,0000.81%
Horizon Kinetics 419,816$9,698,0000.31%
Partnervest Advisory Services LLC 19,960$461,0000.21%
WEALTHSOURCE PARTNERS, LLC 17,964$415,0000.18%
Essex Financial Services, Inc. 29,542$561,0000.12%
Joel Isaacson & Co., LLC 25,917$599,0000.12%
View complete list of DOUBLELINE OPPORTUNISTIC CR shareholders