LeConte Wealth Management, LLC DSL Holdings History
Number of Shares
1.06 Mil
Current Holdings Value*
$13.36 Mil
% of Portfolio
8.51%
Total Estimate Gain
$-593,234.32
% of Total Estimate Gain
-4.42%
LeConte Wealth Management, LLC's DoubleLine Income Solutions Fund Holding Summary
As of 2025-03-31, LeConte Wealth Management, LLC held 1.06 Mil shares of DoubleLine Income Solutions Fund(DSL), totaling $13.36 Mil. This investment constitutes 8.51% of their stock portfolio, and LeConte Wealth Management, LLC now holds 0.95% of the outstanding DoubleLine Income Solutions Fund(DSL) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and DSL's current price of $12.11, LeConte Wealth Management, LLC's estimated gain on his DSL holdings is $-593,234.32, reflecting a -4.42% gain to date.
LeConte Wealth Management, LLC DSL ($12.11) Holding Chart
LeConte Wealth Management, LLC DSL ($12.11) 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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