FinTrust Capital Advisors’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

FinTrust Capital Advisors’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
2024 Q3	$12K	Buy	+726	New	+$11.8K	﹤0.01%	904

Other funds holding DLY

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

FinTrust Capital Advisors's DLY Position: Q3 2024 in Review

FinTrust Capital Advisors opened a new position in DoubleLine Yield Opportunities Fund (DLY) in Q3 2024: 726 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #904 among its holdings.

77 funds tracked by Wall St. Rank hold DLY as of Q3 2024.

FinTrust Capital Advisors held 726 shares of DoubleLine Yield Opportunities Fund worth $12K as of Q3 2024.
DoubleLine Yield Opportunities Fund was a new FinTrust Capital Advisors position in Q3 2024.
DoubleLine Yield Opportunities Fund made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #904 holding.
77 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.