Heritage Wealth Management, Inc. /Ca/ Ssga Active ETF Tr Spdr Doblel Transaction History

Heritage Wealth Management, Inc. /Ca/

$141 Billion
Q3 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ssga Active ETF Tr Spdr Doblel stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 58,731 shares of TOTL stock, worth $2.34 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares

58,731

Previous 57,392 2.33%

Holding current value

$2.34 Million

Previous $2.28 Billion 6.66%

% of portfolio

1.72%

Previous 1.67%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$39.37 - $41.68 $52,716 - $55,809	1,339 Added 2.33%	58,731 $2.43 Billion
Q2 2024 Jul 25, 2024	BUY	$38.37 - $39.99 $168,828 - $175,956	4,400 Added 8.3%	57,392 $2.28 Billion
Q1 2024 May 06, 2024	BUY	$39.46 - $40.35 $334,502 - $342,046	8,477 Added 19.04%	52,992 $2.12 Billion
Q4 2023 Feb 14, 2024	BUY	$37.52 - $40.38 $1.67 Million - $1.8 Million	44,515 New	44,515 $1.79 Billion

Others Institutions Holding TOTL

# of Institutions

358

Shares Held

65.4M

Call Options Held

Put Options Held

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About SSGA ACTIVE ETF TR SPDR DOBLEL

Ticker TOTL
Sector ETFs
Industry ETFs

More about TOTL

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Heritage Wealth Management, Inc. /Ca/ Ssga Active ETF Tr Spdr Doblel Transaction History