Gradient Investments LLC DMBS Holdings History
Gradient Investments LLC's DoubleLine Mortgage ETF Holding Summary
As of 2025-06-30, Gradient Investments LLC held 1.88 Mil shares of DoubleLine Mortgage ETF(DMBS), totaling $92.02 Mil. This investment constitutes 1.68% of their stock portfolio, and Gradient Investments LLC now holds 21.26% of the outstanding DoubleLine Mortgage ETF(DMBS) stock.
The initial trade took place in 2023Q2. And since then Gradient Investments LLC has made 5 purchases of DMBS, at an average price of $49.26, for a total of 3.07 Mil shares. In addition, there have been 4 sales at an average price of $48.65 for 1.19 Mil shares. Based on historical transaction data and DMBS's current price of $48.50, Gradient Investments LLC's estimated gain on his DMBS holdings is $-2.15 Mil, reflecting a -1.42% gain to date.
Gradient Investments LLC DMBS ($48.50) Holding Chart
Gradient Investments LLC DMBS ($48.50) 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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