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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-34,685
Closed -$1.72M – 321
2023
Q4 		$1.72M Buy
+34,685
New +$1.64M 0.18% 129

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return

WealthPLAN Partners's DMBS Position: Q1 2024 in Review

WealthPLAN Partners sold out of DoubleLine Mortgage ETF (DMBS) in Q1 2024, closing a stake of 34,685 shares — an estimated $1.72M sold.

WealthPLAN Partners first reported a position in DMBS in Q4 2023 and held it in 1 quarter. The position peaked at $1.72M in Q4 2023. 34 funds tracked by Wall St. Rank hold DMBS as of Q1 2024.

  • WealthPLAN Partners reported no remaining DoubleLine Mortgage ETF position as of Q1 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 34,685 DoubleLine Mortgage ETF shares in Q1 2024, an estimated $1.72M.
  • WealthPLAN Partners first reported a position in DoubleLine Mortgage ETF in Q4 2023 and held it in 1 quarter.
  • WealthPLAN Partners's DoubleLine Mortgage ETF position peaked at $1.72M in Q4 2023.
  • 34 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q1 2024.

Based on WealthPLAN Partners's 13F filing for Q1 2024, filed 7 May 2024.