Brass Tax Wealth Management, Inc Spdr Doubleline Short Duration Transaction History
Brass Tax Wealth Management, Inc
- $519 Billion
- Q2 2025
A detailed history of Brass Tax Wealth Management, Inc transactions in Spdr Doubleline Short Duration stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 19,612 shares of STOT stock, worth $926,470. This represents 0.18% of its overall portfolio holdings.
Number of Shares
19,612
Previous 11,427
71.63%
Holding current value
$926,470
Previous $540 Million
71.99%
% of portfolio
0.18%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding STOT
# of Institutions
69Shares Held
3.28MCall Options Held
0Put Options Held
0-
Spinnaker Investment Group, LLC501KShares$23.7 Million6.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC499KShares$23.6 Million0.01% of portfolio
-
Foundations Investment Advisors, LLC391KShares$18.5 Million0.32% of portfolio
-
Journey Advisory Group, LLC192KShares$9.05 Million0.73% of portfolio
-
Bank Of America Corp Charlotte, NC164KShares$7.74 Million0.0% of portfolio