Cerro Pacific Wealth Advisors LLC Ssga Active ETF Tr Spdr Doblel Transaction History
Cerro Pacific Wealth Advisors LLC
- $297 Million
- Q4 2024
A detailed history of Cerro Pacific Wealth Advisors LLC transactions in Ssga Active ETF Tr Spdr Doblel stock. As of the latest transaction made, Cerro Pacific Wealth Advisors LLC holds 125,286 shares of TOTL stock, worth $5.06 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
125,286
Previous 85,473
46.58%
Holding current value
$5.06 Million
Previous $3.54 Million
39.49%
% of portfolio
1.66%
Previous 1.3%
Shares
4 transactions
Others Institutions Holding TOTL
# of Institutions
388Shares Held
68.8MCall Options Held
4.6KPut Options Held
0-
Signature Estate & Investment Advisors LLC6.49MShares$262 Million6.49% of portfolio
-
Morgan Stanley New York, NY5.58MShares$225 Million0.02% of portfolio
-
Envestnet Asset Management Inc3.29MShares$133 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.9MShares$117 Million0.05% of portfolio
-
Tectonic Advisors LLC Plano, TX2.44MShares$98.3 Million6.42% of portfolio