PPWP
Premier Path Wealth Partners’s DoubleLine Opportunistic Bond ETF DBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.28M | Buy |
135,838
+5,525
| +4% | +$255K | 0.87% | 25 |
|
|
2025
Q1 | $6.02M | Buy |
130,313
+10,738
| +9% | +$496K | 0.94% | 24 |
|
|
2024
Q4 | $5.42M | Buy |
119,575
+6,836
| +6% | +$310K | 0.83% | 29 |
|
|
2024
Q3 | $5.34M | Buy |
112,739
+8,378
| +8% | +$397K | 0.84% | 28 |
|
|
2024
Q2 | $4.74M | Buy |
104,361
+51,321
| +97% | +$2.33M | 0.81% | 27 |
|
|
2024
Q1 | $2.82M | Buy |
+53,040
| New | +$2.82M | 0.53% | 38 |
|