Heritage Financial Services »

Doubleline Total Etf etf shares owned by Heritage Financial Services

Quarter-by-quarter ownership of Doubleline Total Etf etf (TOTL) shares owned by Heritage Financial Services from 13F filings

Historical chart of Heritage Financial Services investment in Doubleline Total Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Doubleline Total Etf etf held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Doubleline Total Etf etf by Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $579k 14k 40.25
2023-09-30 $577k 15k 38.65
2023-06-30 $738k 18k 40.55
2022-09-30 $823k 21k 40.18
2022-06-30 $1.6M 38k 42.16

More positions owned by Heritage Financial Services

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Intl (IDEV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust International (DFSI)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Emerging Markets (DFSE)

View all positions for Heritage Financial Services

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