Avitas Wealth Management LLC Ssga Active ETF Tr Spdr Doblel Transaction History
Avitas Wealth Management LLC
- $651 Million
- Q1 2024
A detailed history of Avitas Wealth Management LLC transactions in Ssga Active ETF Tr Spdr Doblel stock. As of the latest transaction made, Avitas Wealth Management LLC holds 29,884 shares of TOTL stock, worth $1.2 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
29,884
Previous 28,385
5.28%
Holding current value
$1.2 Million
Previous $1.14 Million
4.73%
% of portfolio
0.18%
Previous 0.19%
Shares
24 transactions
Others Institutions Holding TOTL
# of Institutions
342Shares Held
58.8MCall Options Held
100Put Options Held
0-
Signature Estate & Investment Advisors LLC7.07MShares$284 Million8.02% of portfolio
-
Morgan Stanley New York, NY5.09MShares$205 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.47MShares$99.2 Million0.27% of portfolio
-
Envestnet Asset Management Inc2.45MShares$98.4 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.34MShares$94 Million0.05% of portfolio