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Continuum Advisory’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Continuum Advisory’s Portfolio DCRE Stock Details DCRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4
Closed -$205 – 1975
2024
Q3 		$205 Buy
+4
New +$206 ﹤0.01% 1877

Other funds holding DCRE

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Continuum Advisory's DCRE Position: Q4 2024 in Review

Continuum Advisory sold out of DoubleLine Commercial Real Estate Debt ETF (DCRE) in Q4 2024, closing a stake of 4 shares — an estimated $205 sold.

Continuum Advisory first reported a position in DCRE in Q3 2024 and held it in 1 quarter. The position peaked at $205 in Q3 2024. 60 funds tracked by Wall St. Rank hold DCRE as of Q4 2024.

  • Continuum Advisory reported no remaining DoubleLine Commercial Real Estate Debt ETF position as of Q4 2024 after selling out during the quarter.
  • Continuum Advisory sold 4 DoubleLine Commercial Real Estate Debt ETF shares in Q4 2024, an estimated $205.
  • Continuum Advisory first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q3 2024 and held it in 1 quarter.
  • Continuum Advisory's DoubleLine Commercial Real Estate Debt ETF position peaked at $205 in Q3 2024.
  • 60 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q4 2024.

Based on Continuum Advisory's 13F filing for Q4 2024, filed 18 Feb 2025.