Transatlantique Private Wealth LLC Invests $261,000 in DoubleLine Mortgage ETF $DMBS

Transatlantique Private Wealth LLC purchased a new position in DoubleLine Mortgage ETF (NYSEARCA:DMBS) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 5,314 shares of the company’s stock, valued at approximately $261,000. Transatlantique Private Wealth LLC owned 0.05% of DoubleLine Mortgage ETF as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in DMBS. Envestnet Asset Management Inc. grew its stake in shares of DoubleLine Mortgage ETF by 6.0% in the first quarter. Envestnet Asset Management Inc. now owns 460,558 shares of the company’s stock worth $22,590,000 after acquiring an additional 26,066 shares during the period. Lord & Richards Wealth Management LLC grew its stake in shares of DoubleLine Mortgage ETF by 706.3% in the first quarter. Lord & Richards Wealth Management LLC now owns 45,957 shares of the company’s stock worth $2,254,000 after acquiring an additional 40,257 shares during the period. Larson Financial Group LLC grew its stake in shares of DoubleLine Mortgage ETF by 766.3% in the first quarter. Larson Financial Group LLC now owns 1,386 shares of the company’s stock worth $68,000 after acquiring an additional 1,226 shares during the period. SeaBridge Investment Advisors LLC grew its stake in shares of DoubleLine Mortgage ETF by 146.3% in the first quarter. SeaBridge Investment Advisors LLC now owns 66,232 shares of the company’s stock worth $3,249,000 after acquiring an additional 39,342 shares during the period. Finally, W.G. Shaheen & Associates DBA Whitney & Co grew its stake in shares of DoubleLine Mortgage ETF by 5.1% in the first quarter. W.G. Shaheen & Associates DBA Whitney & Co now owns 168,142 shares of the company’s stock worth $8,247,000 after acquiring an additional 8,193 shares during the period.

DoubleLine Mortgage ETF Price Performance

DMBS opened at $49.69 on Wednesday. The company’s 50 day moving average is $49.79 and its 200 day moving average is $49.02. DoubleLine Mortgage ETF has a 12-month low of $46.84 and a 12-month high of $50.21.

DoubleLine Mortgage ETF Profile

The Doubleline Etf Trust – Mortgage ETF (DMBS) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is an actively managed portfolio of investment grade residential mortgage-backed securities of any maturity. The fund seeks to outperform the Bloomberg US Mortgage-Backed Securities Index DMBS was launched on Mar 31, 2023 and is managed by DoubleLine.