BlueChip Wealth Advisors LLC DBND Holdings History
Number of Shares
69,033.00
Current Holdings Value*
$3.19 Mil
% of Portfolio
1.57%
Total Estimate Gain
$20,447.46
% of Total Estimate Gain
0.65%
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 $46.08, BlueChip Wealth Advisors LLC's estimated gain on his DBND holdings is $20,447.46, reflecting a 0.65% gain to date.
BlueChip Wealth Advisors LLC DBND ($46.08) Holding Chart
BlueChip Wealth Advisors LLC DBND ($46.08) 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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