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Triad Wealth Partners’s DoubleLine Mortgage ETF DMBS Stock Holding History

Triad Wealth Partners’s Portfolio DMBS Stock Details DMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-656
Closed -$31.7K – 265
2024
Q2 		$31.7K Sell
656
-8,177
-93% -$392K 0.02% 287
2024
Q1 		$430K Buy
+8,833
New +$430K 0.33% 31

Other funds holding DMBS

GI
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CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

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

Triad Wealth Partners sold out of DoubleLine Mortgage ETF (DMBS) in Q3 2024, closing a stake of 656 shares — an estimated $31.7K sold.

Triad Wealth Partners first reported a position in DMBS in Q1 2024 and held it in 2 quarters. The position peaked at $430K in Q1 2024. 51 funds tracked by Wall St. Rank hold DMBS as of Q3 2024.

  • Triad Wealth Partners reported no remaining DoubleLine Mortgage ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 656 DoubleLine Mortgage ETF shares in Q3 2024, an estimated $31.7K.
  • Triad Wealth Partners first reported a position in DoubleLine Mortgage ETF in Q1 2024 and held it in 2 quarters.
  • Triad Wealth Partners's DoubleLine Mortgage ETF position peaked at $430K in Q1 2024.
  • 51 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q3 2024.

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