Blue Zone Wealth Advisors, LLC Ssga Active ETF Tr Spdr Doblel Transaction History
Blue Zone Wealth Advisors, LLC
- $273 Million
- Q1 2024
A detailed history of Blue Zone Wealth Advisors, LLC transactions in Ssga Active ETF Tr Spdr Doblel stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 15,101 shares of TOTL stock, worth $601,472. This represents 0.22% of its overall portfolio holdings.
Number of Shares
15,101
Previous 16,707
9.61%
Holding current value
$601,472
Previous $672,000
10.12%
% of portfolio
0.22%
Previous 0.28%
Shares
18 transactions
Others Institutions Holding TOTL
# of Institutions
341Shares Held
57.7MCall Options Held
100Put Options Held
0-
Signature Estate & Investment Advisors LLC7.07MShares$282 Million8.02% of portfolio
-
Morgan Stanley New York, NY5.09MShares$203 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.47MShares$98.4 Million0.27% of portfolio
-
Envestnet Asset Management Inc2.45MShares$97.5 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.34MShares$93.2 Million0.05% of portfolio