AWM
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Avior Wealth Management’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Avior Wealth Management’s Portfolio DBND Stock Details DBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-182
Closed -$8.26K – 2333
2024
Q2 		$8.26K Hold
182
– – ﹤0.01% 1573
2024
Q1 		$8.35K Buy
+182
New +$8.33K ﹤0.01% 1926

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WC
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BIG
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OCM
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Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCA
Cravens & Co Advisors Cookeville, Tennessee $154M AUM 17.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avior Wealth Management's DBND Position: Q3 2024 in Review

Avior Wealth Management sold out of DoubleLine Opportunistic Bond ETF (DBND) in Q3 2024, closing a stake of 182 shares — an estimated $8.26K sold.

Avior Wealth Management first reported a position in DBND in Q1 2024 and held it in 2 quarters. The position peaked at $8.35K in Q1 2024. 56 funds tracked by Wall St. Rank hold DBND as of Q3 2024.

  • Avior Wealth Management reported no remaining DoubleLine Opportunistic Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Avior Wealth Management sold 182 DoubleLine Opportunistic Bond ETF shares in Q3 2024, an estimated $8.26K.
  • Avior Wealth Management first reported a position in DoubleLine Opportunistic Bond ETF in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's DoubleLine Opportunistic Bond ETF position peaked at $8.35K in Q1 2024.
  • 56 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.