FWP
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Firethorn Wealth Partners’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History

Firethorn Wealth Partners’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
-5,275
Closed -$239K – 156
2024
Q2 		$239K Sell
5,275
-118
-2% -$5.33K 0.14% 125
2024
Q1 		$247K Buy
+5,393
New +$247K 0.15% 120

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OCM
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Cerity Partners
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FIA
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UBS Group
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Firethorn Wealth Partners's DBND Position: Q3 2024 in Review

Firethorn Wealth Partners sold out of DoubleLine Opportunistic Bond ETF (DBND) in Q3 2024, closing a stake of 5,275 shares — an estimated $239K sold.

Firethorn Wealth Partners first reported a position in DBND in Q1 2024 and held it in 2 quarters. The position peaked at $247K in Q1 2024. 56 funds tracked by Wall St. Rank hold DBND as of Q3 2024.

  • Firethorn Wealth Partners reported no remaining DoubleLine Opportunistic Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Firethorn Wealth Partners sold 5,275 DoubleLine Opportunistic Bond ETF shares in Q3 2024, an estimated $239K.
  • Firethorn Wealth Partners first reported a position in DoubleLine Opportunistic Bond ETF in Q1 2024 and held it in 2 quarters.
  • Firethorn Wealth Partners's DoubleLine Opportunistic Bond ETF position peaked at $247K in Q1 2024.
  • 56 funds tracked by Wall St. Rank held DoubleLine Opportunistic Bond ETF as of Q3 2024.

Based on Firethorn Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.