LeConte Wealth Management, LLC DBL Holdings History
Number of Shares
938,344.00
Current Holdings Value*
$14.67 Mil
% of Portfolio
9.35%
Total Estimate Gain
$-319,036.96
% of Total Estimate Gain
-2.17%
LeConte Wealth Management, LLC's Doubleline Opportunistic Credit Fund Holding Summary
As of 2025-03-31, LeConte Wealth Management, LLC held 938,344.00 shares of Doubleline Opportunistic Credit Fund(DBL), totaling $14.67 Mil. This investment constitutes 9.35% of their stock portfolio, and LeConte Wealth Management, LLC now holds 5.12% of the outstanding Doubleline Opportunistic Credit Fund(DBL) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and DBL's current price of $15.32, LeConte Wealth Management, LLC's estimated gain on his DBL holdings is $-319,036.96, reflecting a -2.17% gain to date.
LeConte Wealth Management, LLC DBL ($15.32) Holding Chart
LeConte Wealth Management, LLC DBL ($15.32) 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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