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Triad Wealth Partners’s DoubleLine Commodity Strategy ETF DCMT Stock Holding History

Triad Wealth Partners’s Portfolio DCMT Stock Details DCMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-322
Closed -$8.29K – 982
2024
Q2 		$8.29K Buy
+322
New +$8.4K ﹤0.01% 480

Other funds holding DCMT

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Triad Wealth Partners's DCMT Position: Q3 2024 in Review

Triad Wealth Partners sold out of DoubleLine Commodity Strategy ETF (DCMT) in Q3 2024, closing a stake of 322 shares — an estimated $8.29K sold.

Triad Wealth Partners first reported a position in DCMT in Q2 2024 and held it in 1 quarter. The position peaked at $8.29K in Q2 2024. 3 funds tracked by Wall St. Rank hold DCMT as of Q3 2024.

  • Triad Wealth Partners reported no remaining DoubleLine Commodity Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 322 DoubleLine Commodity Strategy ETF shares in Q3 2024, an estimated $8.29K.
  • Triad Wealth Partners first reported a position in DoubleLine Commodity Strategy ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's DoubleLine Commodity Strategy ETF position peaked at $8.29K in Q2 2024.
  • 3 funds tracked by Wall St. Rank held DoubleLine Commodity Strategy ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.