Number of Shares
636,937.00
Current Holdings Value*
$9.80 Mil
% of Portfolio
6.63%
Total Estimate Gain
$-391,829.87
% of Total Estimate Gain
-2.67%

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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