Number of Shares
568,595.00
Current Holdings Value*
$27.89 Mil
% of Portfolio
0.94%
Total Estimate Gain
$117,027.43
% of Total Estimate Gain
0.42%

EVERGREEN CAPITAL MANAGEMENT LLC's DoubleLine Mortgage ETF Holding Summary

As of 2025-03-31, EVERGREEN CAPITAL MANAGEMENT LLC held 568,595.00 shares of DoubleLine Mortgage ETF(DMBS), totaling $27.89 Mil. This investment constitutes 0.94% of their stock portfolio, and EVERGREEN CAPITAL MANAGEMENT LLC now holds 7.05% of the outstanding DoubleLine Mortgage ETF(DMBS) stock.

The initial trade took place in 2024Q4. And since then EVERGREEN CAPITAL MANAGEMENT LLC has made 2 purchases of DMBS, at an average price of $48.64, for a total of 568,595.00 shares. Based on historical transaction data and DMBS's current price of $48.85, EVERGREEN CAPITAL MANAGEMENT LLC's estimated gain on his DMBS holdings is $117,027.43, reflecting a 0.42% gain to date.

EVERGREEN CAPITAL MANAGEMENT LLC DMBS ($48.85) Holding Chart

EVERGREEN CAPITAL MANAGEMENT LLC DMBS ($48.85) 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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