LWM
DBL

LeConte Wealth Management’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

LeConte Wealth Management’s Portfolio DBL Stock Details DBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$9.8M Sell
636,937
-301,407
-32% -$4.64M 6.63% 2
2025
Q1 		$14.7M Buy
+938,344
New +$14.7M 9.35% 3