Twelve Points Wealth Management LLC DBL Holdings History
Twelve Points Wealth Management LLC's Doubleline Opportunistic Credit Fund Holding Summary
As of 2025-06-30, Twelve Points Wealth Management LLC held 398,592.00 shares of Doubleline Opportunistic Credit Fund(DBL), totaling $6.13 Mil. This investment constitutes 1.65% of their stock portfolio, and Twelve Points Wealth Management LLC now holds 2.11% of the outstanding Doubleline Opportunistic Credit Fund(DBL) stock.
The initial trade took place in 2021Q4. And since then Twelve Points Wealth Management LLC has made 13 purchases of DBL, at an average price of $15.87, for a total of 404,015.00 shares. In addition, there have been 1 sales at an average price of $15.66 for 5,423.00 shares. Based on historical transaction data and DBL's current price of $15.13, Twelve Points Wealth Management LLC's estimated gain on his DBL holdings is $-297,554.41, reflecting a -4.64% gain to date.
Twelve Points Wealth Management LLC DBL ($15.13) Holding Chart
Twelve Points 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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