Number of Shares
340,350.00
Current Holdings Value*
$15.71 Mil
% of Portfolio
5.93%
Total Estimate Gain
$6,807.00
% of Total Estimate Gain
0.04%

Benchmark Financial Wealth Advisors, LLC's DoubleLine Opportunistic Core Bond ETF Holding Summary

As of 2025-03-31, Benchmark Financial Wealth Advisors, LLC held 340,350.00 shares of DoubleLine Opportunistic Core Bond ETF(DBND), totaling $15.71 Mil. This investment constitutes 5.93% of their stock portfolio, and Benchmark Financial Wealth Advisors, LLC now holds -% of the outstanding DoubleLine Opportunistic Core Bond ETF(DBND) stock.

The initial trade took place in 2025Q1. And since then Benchmark Financial Wealth Advisors, LLC has made 1 purchases of DBND, at an average price of $45.70, for a total of 340,350.00 shares. Based on historical transaction data and DBND's current price of $45.72, Benchmark Financial Wealth Advisors, LLC's estimated gain on his DBND holdings is $6,807.00, reflecting a 0.04% gain to date.

Benchmark Financial Wealth Advisors, LLC DBND ($45.72) Holding Chart

Benchmark Financial Wealth Advisors, LLC DBND ($45.72) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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