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Doubleline Total Etf etf shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts investment in Doubleline Total Etf etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Doubleline Total Etf etf by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $687k 17k 40.05
2023-12-31 $456k 11k 40.25
2023-09-30 $665k 17k 38.65
2023-06-30 $361k 8.9k 40.55
2023-03-31 $366k 8.9k 41.03

More positions owned by Strategic Financial Concepts

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Procter & Gamble Company (PG)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 0-3 Mnth Treasry (SGOV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

View all positions for Strategic Financial Concepts

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