Fortis Advisors, LLC DBND Holdings History
Fortis Advisors, LLC's DoubleLine Opportunistic Core Bond ETF Holding Summary
As of 2025-03-31, Fortis Advisors, LLC held 161,812.00 shares of DoubleLine Opportunistic Core Bond ETF(DBND), totaling $7.47 Mil. This investment constitutes 4.87% of their stock portfolio, and Fortis Advisors, LLC now holds -% of the outstanding DoubleLine Opportunistic Core Bond ETF(DBND) stock.
The initial trade took place in 2023Q3. And since then Fortis Advisors, LLC has made 4 purchases of DBND, at an average price of $45.64, for a total of 165,968.00 shares. In addition, there have been 3 sales at an average price of $45.94 for 4,156.00 shares. Based on historical transaction data and DBND's current price of $45.72, Fortis Advisors, LLC's estimated gain on his DBND holdings is $14,213.01, reflecting a 0.19% gain to date.
Fortis Advisors, LLC DBND ($45.72) Holding Chart
Fortis 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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