MWM
DBL

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

Melfa Wealth Management’s Portfolio DBL Stock Details DBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$228K Hold
15,609
– – 0.13% 155
2025
Q4 		$238K Hold
15,609
– – 0.14% 153
2025
Q3 		$243K Hold
15,609
– – 0.14% 154
2025
Q2 		$240K Hold
15,609
– – 0.15% 152
2025
Q1 		$244K Hold
15,609
– – 0.16% 147
2024
Q4 		$242K Hold
15,609
– – 0.16% 144
2024
Q3 		$247K Hold
15,609
– – 0.16% 145
2024
Q2 		$240K Hold
15,609
– – 0.17% 137
2024
Q1 		$241K Buy
15,609
+126
+0.8% +$1.92K 0.17% 134
2023
Q4 		$238K Buy
15,483
+172
+1% +$2.51K 0.22% 98
2023
Q3 		$223K Buy
15,311
+167
+1% +$2.41K 0.24% 97
2023
Q2 		$220K Buy
15,144
+163
+1% +$2.37K 0.22% 101
2023
Q1 		$212K Buy
14,981
+155
+1% +$2.31K 0.21% 105
2022
Q4 		$220K Buy
+14,826
New +$216K 0.23% 100

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return