1 North Wealth Services LLC Spdr Doubleline Short Duration Transaction History

1 North Wealth Services LLC

$236 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	SELL	$46.75 - $47.33 $686,290 - $694,804	-14,680 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$49.38 - $49.7 $724,898 - $729,596	14,680 New	14,680 $726,000

Others Institutions Holding STOT

# of Institutions

65

Shares Held

2.83M

Call Options Held

0

Put Options Held

0

Spinnaker Investment Group, LLC

534K
Shares

$25 Million
6.18% of portfolio
Lpl Financial LLC Fort Mill, SC

452K
Shares

$21.2 Million
0.01% of portfolio
Hofer & Associates. Inc Thousand Oaks, CA

140K
Shares

$6.58 Million
4.43% of portfolio
Proficio Capital Partners LLC Newton, MA

134K
Shares

$6.26 Million
0.53% of portfolio
Virtu Financial LLC New York, NY

125K
Shares

$5.88 Million
0.31% of portfolio

About SPDR DOUBLELINE SHORT DURATION

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