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Doubleline Total Etf etf shares owned by Beacon Pointe Wealth Advisors

Quarter-by-quarter ownership of Doubleline Total Etf etf (TOTL) shares owned by Beacon Pointe Wealth Advisors from 13F filings

Historical chart of Beacon Pointe Wealth Advisors investment in Doubleline Total Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Doubleline Total Etf etf held by Beacon Pointe Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline Total Etf etf by Beacon Pointe Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-12-31 $580k 12k 49.02
2019-09-30 $1.2M 24k 49.28
2019-06-30 $728k 15k 49.14
2019-03-31 $844k 17k 48.46
2018-12-31 $855k 18k 47.58

More positions owned by Beacon Pointe Wealth Advisors

iShares S&P 500 Index (IVV)
Vanguard S&p 500 Etf idx (VOO)
J P Morgan Exchange Traded F ultra shrt (JPST)
Pgim Ultra Short Bd Etf etf/closed end- (PULS)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares Russell 1000 Growth Index (IWF)
Apple (AAPL)
Vanguard Europe Pacific ETF (VEA)
Vanguard Extended Market ETF (VXF)
iShares Russell 1000 Index (IWB)
Vanguard High Dividend Yield ETF (VYM)
American Campus Communities
Pacific Premier Ban (PPBI)
iShares Russell 3000 Index (IWV)
Vanguard Emerging Markets ETF (VWO)

View all positions for Beacon Pointe Wealth Advisors

Top funds holding Doubleline Total Etf etf

Signature Estate and Investment Advisors
Morgan Stanley
Wealth Enhancement Advisory Services
Envestnet Asset Management
LPL Financial
Bank of America Corporation
Tectonic Advisors
Advisor Group Holdings
UBS Group
Capital Advisors
Wells Fargo & Company
Bank of New York Mellon
Arden Trust
Janney Capital Management
Royal Bank of Canada

View all funds holding Doubleline Total Etf etf