W.G. Shaheen & Associates DBA Whitney & Co Raises Stock Holdings in DoubleLine Mortgage ETF (NYSEARCA:DMBS)

W.G. Shaheen & Associates DBA Whitney & Co lifted its stake in DoubleLine Mortgage ETF (NYSEARCA:DMBS) by 4.7% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 159,949 shares of the company’s stock after buying an additional 7,190 shares during the quarter. W.G. Shaheen & Associates DBA Whitney & Co’s holdings in DoubleLine Mortgage ETF were worth $7,694,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in the stock. Farther Finance Advisors LLC lifted its holdings in DoubleLine Mortgage ETF by 134.3% during the third quarter. Farther Finance Advisors LLC now owns 109,383 shares of the company’s stock valued at $5,512,000 after purchasing an additional 62,691 shares in the last quarter. Latitude Advisors LLC purchased a new position in shares of DoubleLine Mortgage ETF during the 3rd quarter valued at $300,000. Legacy CG LLC boosted its holdings in DoubleLine Mortgage ETF by 6.3% in the 3rd quarter. Legacy CG LLC now owns 266,461 shares of the company’s stock worth $13,427,000 after buying an additional 15,884 shares during the period. Advocacy Wealth Management Services LLC increased its stake in DoubleLine Mortgage ETF by 1.3% in the 3rd quarter. Advocacy Wealth Management Services LLC now owns 812,207 shares of the company’s stock worth $40,927,000 after buying an additional 10,309 shares in the last quarter. Finally, Peterson Financial Group Inc. bought a new stake in DoubleLine Mortgage ETF during the third quarter valued at about $129,000.

DoubleLine Mortgage ETF Stock Performance

Shares of DoubleLine Mortgage ETF stock opened at $48.67 on Monday. DoubleLine Mortgage ETF has a 52 week low of $47.00 and a 52 week high of $50.71. The stock’s 50-day simple moving average is $48.13 and its 200-day simple moving average is $49.02.

DoubleLine Mortgage ETF Company 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.