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WealthPLAN Partners’s DoubleLine Mortgage ETF DMBS Stock Holding History

WealthPLAN Partners’s Portfolio DMBS Stock Details DMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-34,685
Closed -$1.72M – 321
2023
Q4 		$1.72M Buy
+34,685
New +$1.72M 0.18% 129