TWP
DCRE icon

Triad Wealth Partners’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Triad Wealth Partners’s Portfolio DCRE Stock Details DCRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-26
Closed -$1.34K – 983
2024
Q2 		$1.34K Buy
+26
New +$1.33K ﹤0.01% 834

Other funds holding DCRE

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
D
Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

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

Triad Wealth Partners sold out of DoubleLine Commercial Real Estate Debt ETF (DCRE) in Q3 2024, closing a stake of 26 shares — an estimated $1.34K sold.

Triad Wealth Partners first reported a position in DCRE in Q2 2024 and held it in 1 quarter. The position peaked at $1.34K in Q2 2024. 48 funds tracked by Wall St. Rank hold DCRE as of Q3 2024.

  • Triad Wealth Partners reported no remaining DoubleLine Commercial Real Estate Debt ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 26 DoubleLine Commercial Real Estate Debt ETF shares in Q3 2024, an estimated $1.34K.
  • Triad Wealth Partners first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's DoubleLine Commercial Real Estate Debt ETF position peaked at $1.34K in Q2 2024.
  • 48 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q3 2024.

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