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DFVEDFVE
2 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in DOUBLELINE ETF TRUST

Integrated Wealth Concepts LLC previously held 0 shares of DFVE (DOUBLELINE ETF TRUST), worth $0 as of 2026-Q2.

Final Value

$0

Final Shares

0

Total Value Change

-$257,565

Total Shares Change

-7,932

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Exited
0
-100.0%
$00.0%$35.75
0
2026-Q1
New
7,932
-
$257,5650.0%$33.86
32

Other major holders of DFVE: CANTOR FITZGERALD, L. P., MORGAN STANLEY, JPMORGAN CHASE & CO

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