Avidian Wealth Enterprises’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Avidian Wealth Enterprises’s Portfolio DLY Stock Details DLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$195K	Hold	14,000	–	–	0.01%	651
2025 Q4	$204K	Hold	14,000	–	–	0.01%	555
2025 Q3	$211K	Hold	14,000	–	–	0.01%	545
2025 Q2	$218K	Hold	14,000	–	–	0.01%	508
2025 Q1	$225K	Hold	14,000	–	–	0.01%	485
2024 Q4	$222K	Hold	14,000	–	–	0.01%	463
2024 Q3	$232K	Hold	14,000	–	–	0.01%	453
2024 Q2	$221K	Hold	14,000	–	–	0.01%	463
2024 Q1	$223K	Hold	14,000	–	–	0.01%	402
2023 Q4	$208K	Hold	14,000	–	–	0.01%	396
2023 Q3	$206K	Hold	14,000	–	–	0.01%	380
2023 Q2	$203K	Hold	14,000	–	–	0.01%	396
2023 Q1	$196K	Buy	+14,000	New	+$198K	0.01%	454

Other funds holding DLY

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return