IWC
DLY

Integrated Wealth Concepts’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Integrated Wealth Concepts’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
2025
Q2 		$173K Buy
2025
Q1 		– Sell
2024
Q4 		$209K Sell
2024
Q3 		$223K Buy
2024
Q2 		$205K Sell
2024
Q1 		$399K Buy
2023
Q4 		– Sell
2023
Q3 		$184K Buy
2022
Q3 		– Sell
2022
Q2 		$213K Buy