| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 3.1M | $53.88M | $44M | -$9.87M | -18.33% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,065 | $15,549 | $15,096.37 | -$452.63 | -2.91% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 16,600 | $251,278.03 | $235,305 | -$15,973.03 | -6.36% |
SkyOak Wealth SkyOak Wealth LLC | 11,437 | $176,294.72 | $162,119.47 | -$14,175.25 | -8.04% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 363,804 | $5.55M | $5.16M | -$391,850.69 | -7.06% |
| NYSE Exchange | US Country |
The DoubleLine Opportunistic Credit Fund is a close-ended fixed income mutual fund that is expertly managed by DoubleLine Capital LP. This fund primarily focuses on investment opportunities within the fixed income markets, strategically targeting a diverse array of debt securities. The fund was established on July 22, 2011, and is based in the United States. To ensure performance accountability, it benchmarks its portfolio against the Barclays Capital U.S. Aggregate Bond Index, providing a clear standard for measuring its success in the market.