LeConte Wealth Management, LLC DBL Holdings History
LeConte Wealth Management, LLC's Doubleline Opportunistic Credit Fund Holding Summary
As of 2025-06-30, LeConte Wealth Management, LLC held 636,937.00 shares of Doubleline Opportunistic Credit Fund(DBL), totaling $9.80 Mil. This investment constitutes 6.63% of their stock portfolio, and LeConte Wealth Management, LLC now holds 3.37% of the outstanding Doubleline Opportunistic Credit Fund(DBL) stock.
The initial trade took place in 2025Q1. In addition, there have been 1 sales at an average price of $15.48 for 301,407.00 shares. Based on historical transaction data and DBL's current price of $15.13, LeConte Wealth Management, LLC's estimated gain on his DBL holdings is $-391,829.87, reflecting a -2.67% gain to date.
LeConte Wealth Management, LLC DBL ($15.13) Holding Chart
LeConte Wealth Management, LLC DBL ($15.13) 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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