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SHRIER WEALTH MANAGEMENT, LLC → DSL

SHRIER WEALTH MANAGEMENT, LLC DSL Position History

DoubleLine Income Solutions Fund • Financial Services

Quarters held
4
Latest value
$933K
Q3 2026
Peak value
$933K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$577K
Q1 2026$828K
Q2 2026$919K
Q3 2026$933K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$933K21.5K——
Q2 2026$919K20.2K——
Q1 2026$828K18.1K——
Q4 2025$577K12.4K——

Other funds holding DSL

Other SHRIER WEALTH MANAGEMENT, LLC positions

ETHA

ISHARES TR

$25.7M
ETHA

ISHARES TR

$23.2M
ETHA

ISHARES TR

$22.6M
ETHA

ISHARES TR

$20.4M
ETHA

ISHARES TR

$19.3M
VGES

VANGUARD INTL EQUITY INDEX F

$18.9M
VGES

VANGUARD INTL EQUITY INDEX F

$18.8M
ETHA

ISHARES TR

$18.7M