Worth Financial Advisory Group, LLC Ssga Active ETF Tr Spdr Doblel Transaction History
Worth Financial Advisory Group, LLC
- $170 Billion
- Q3 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Ssga Active ETF Tr Spdr Doblel stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 29,567 shares of TOTL stock, worth $1.18 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
29,567
Previous 29,154
1.42%
Holding current value
$1.18 Million
Previous $1.16 Billion
5.71%
% of portfolio
0.72%
Previous 0.76%
Shares
8 transactions
Others Institutions Holding TOTL
# of Institutions
359Shares Held
65.4MCall Options Held
0Put Options Held
0-
Signature Estate & Investment Advisors LLC7.49MShares$299 Million7.18% of portfolio
-
Morgan Stanley New York, NY5.61MShares$224 Million0.02% of portfolio
-
Envestnet Asset Management Inc3.15MShares$126 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.55MShares$102 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.5MShares$99.8 Million0.01% of portfolio