LeConte Wealth Management, LLC DLY Holdings History
LeConte Wealth Management, LLC's DoubleLine Yield Opportunities Fund Holding Summary
As of 2025-06-30, LeConte Wealth Management, LLC held 520,722.00 shares of DoubleLine Yield Opportunities Fund(DLY), totaling $8.12 Mil. This investment constitutes 5.49% of their stock portfolio, and LeConte Wealth Management, LLC now holds 1.07% of the outstanding DoubleLine Yield Opportunities Fund(DLY) stock.
The initial trade took place in 2025Q1. In addition, there have been 1 sales at an average price of $15.37 for 452,216.00 shares. Based on historical transaction data and DLY's current price of $15.37, LeConte Wealth Management, LLC's estimated gain on his DLY holdings is $-700,515.36, reflecting a -4.47% gain to date.
LeConte Wealth Management, LLC DLY ($15.37) Holding Chart
LeConte Wealth Management, LLC DLY ($15.37) 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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