Number of Shares
201,230.00
Current Holdings Value*
$9.87 Mil
% of Portfolio
2.97%
Total Estimate Gain
$97,120.43
% of Total Estimate Gain
0.96%

Mattson Financial Services, LLC's DoubleLine Mortgage ETF Holding Summary

As of 2025-03-31, Mattson Financial Services, LLC held 201,230.00 shares of DoubleLine Mortgage ETF(DMBS), totaling $9.87 Mil. This investment constitutes 2.97% of their stock portfolio, and Mattson Financial Services, LLC now holds 2.41% of the outstanding DoubleLine Mortgage ETF(DMBS) stock.

The initial trade took place in 2024Q2. And since then Mattson Financial Services, LLC has made 1 purchases of DMBS, at an average price of $48.09, for a total of 211,354.00 shares. In addition, there have been 2 sales at an average price of $48.88 for 10,124.00 shares. Based on historical transaction data and DMBS's current price of $48.53, Mattson Financial Services, LLC's estimated gain on his DMBS holdings is $97,120.43, reflecting a 0.96% gain to date.

Mattson Financial Services, LLC DMBS ($48.53) Holding Chart

Mattson Financial Services, LLC DMBS ($48.53) 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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