LWM
DLY

LeConte Wealth Management’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

LeConte Wealth Management’s Portfolio DLY Stock Details DLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8.12M Sell
520,722
-452,216
-46% -$7.05M 5.49% 5
2025
Q1 		$15.7M Buy
+972,938
New +$15.7M 9.98% 2