Paladin Wealth, LLC DMBS Holdings History

Number of Shares
65,501.00
Current Holdings Value*
$3.21 Mil
% of Portfolio
2.5%
Total Estimate Gain
$-43,710.01
% of Total Estimate Gain
-1.22%

Paladin Wealth, LLC's DoubleLine Mortgage ETF Holding Summary

As of 2025-06-30, Paladin Wealth, LLC held 65,501.00 shares of DoubleLine Mortgage ETF(DMBS), totaling $3.21 Mil. This investment constitutes 2.5% of their stock portfolio, and Paladin Wealth, LLC now holds 0.74% of the outstanding DoubleLine Mortgage ETF(DMBS) stock.

The initial trade took place in 2024Q3. And since then Paladin Wealth, LLC has made 2 purchases of DMBS, at an average price of $49.10, for a total of 72,709.00 shares. In addition, there have been 1 sales at an average price of $48.48 for 7,208.00 shares. Based on historical transaction data and DMBS's current price of $48.50, Paladin Wealth, LLC's estimated gain on his DMBS holdings is $-43,710.01, reflecting a -1.22% gain to date.

Paladin Wealth, LLC DMBS ($48.50) Holding Chart

Paladin Wealth, LLC DMBS ($48.50) 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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