TW
DBL

Transform Wealth’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Transform Wealth’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
2025
Q1 		$169K Hold
10,800
– – 0.01% 238
2024
Q4 		$167K Buy
+10,800
New +$167K 0.01% 253

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LWM
LeConte Wealth Management Maryville, Tennessee $155M AUM 18.37% 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 $5.7B AUM 32.06% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Transform Wealth's DBL Position: Q1 2025 in Review

Transform Wealth held its DoubleLine Opportunistic Credit Fund (DBL) position steady in Q1 2025 at 10,800 shares worth $169K. The position accounts for 0.01% of the portfolio, ranked #238.

Transform Wealth first reported a position in DBL in Q4 2024 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold DBL as of Q1 2025.

  • Transform Wealth held 10,800 shares of DoubleLine Opportunistic Credit Fund worth $169K as of Q1 2025.
  • Transform Wealth left its DoubleLine Opportunistic Credit Fund share count unchanged in Q1 2025.
  • DoubleLine Opportunistic Credit Fund made up 0.01% of Transform Wealth's portfolio in Q1 2025, its #238 holding.
  • Transform Wealth first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2024 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.