Number of Shares
69,033.00
Current Holdings Value*
$3.19 Mil
% of Portfolio
1.57%
Total Estimate Gain
$14,234.49
% of Total Estimate Gain
0.45%

BlueChip Wealth Advisors LLC's DoubleLine Opportunistic Core Bond ETF Holding Summary

As of 2025-03-31, BlueChip Wealth Advisors LLC held 69,033.00 shares of DoubleLine Opportunistic Core Bond ETF(DBND), totaling $3.19 Mil. This investment constitutes 1.57% of their stock portfolio, and BlueChip Wealth Advisors LLC now holds -% of the outstanding DoubleLine Opportunistic Core Bond ETF(DBND) stock.

The initial trade took place in 2024Q4. And since then BlueChip Wealth Advisors LLC has made 2 purchases of DBND, at an average price of $45.78, for a total of 69,033.00 shares. Based on historical transaction data and DBND's current price of $45.99, BlueChip Wealth Advisors LLC's estimated gain on his DBND holdings is $14,234.49, reflecting a 0.45% gain to date.

BlueChip Wealth Advisors LLC DBND ($45.99) Holding Chart

BlueChip Wealth Advisors LLC DBND ($45.99) 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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