Puff Wealth Management LLC Makes New $691,000 Investment in DoubleLine Mortgage ETF (NYSEARCA:DMBS)

Puff Wealth Management LLC bought a new stake in DoubleLine Mortgage ETF (NYSEARCA:DMBSFree Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 14,365 shares of the company’s stock, valued at approximately $691,000. DoubleLine Mortgage ETF accounts for approximately 1.1% of Puff Wealth Management LLC’s investment portfolio, making the stock its 29th largest holding.

Other large investors have also modified their holdings of the company. Peterson Financial Group Inc. acquired a new stake in DoubleLine Mortgage ETF in the third quarter valued at about $129,000. Lord & Richards Wealth Management LLC purchased a new stake in shares of DoubleLine Mortgage ETF in the fourth quarter valued at approximately $274,000. Latitude Advisors LLC purchased a new stake in shares of DoubleLine Mortgage ETF in the third quarter valued at approximately $300,000. Orion Portfolio Solutions LLC grew its holdings in DoubleLine Mortgage ETF by 10.2% during the third quarter. Orion Portfolio Solutions LLC now owns 7,784 shares of the company’s stock worth $392,000 after acquiring an additional 722 shares during the period. Finally, Canandaigua National Trust Co of Florida purchased a new position in DoubleLine Mortgage ETF in the fourth quarter worth $545,000.

DoubleLine Mortgage ETF Stock Performance

Shares of NYSEARCA DMBS opened at $48.49 on Friday. DoubleLine Mortgage ETF has a one year low of $47.00 and a one year high of $50.71. The company’s fifty day moving average is $48.18 and its two-hundred day moving average is $49.07.

DoubleLine Mortgage ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for DoubleLine Mortgage ETF (NYSEARCA:DMBS)

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