Cerro Pacific Wealth Advisors LLC Ssga Active ETF Tr Spdr Doblel Transaction History
Cerro Pacific Wealth Advisors LLC
- $294 Million
- Q1 2025
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 139,852 shares of TOTL stock, worth $5.6 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
139,852
Previous 125,286
11.63%
Holding current value
$5.6 Million
Previous $4.94 Million
13.96%
% of portfolio
1.91%
Previous 1.66%
Shares
5 transactions
Others Institutions Holding TOTL
# of Institutions
385Shares Held
69MCall Options Held
4.6KPut Options Held
0-
Signature Estate & Investment Advisors LLC6.49MShares$260 Million6.49% of portfolio
-
Morgan Stanley New York, NY5.58MShares$223 Million0.02% of portfolio
-
Envestnet Asset Management Inc3.29MShares$132 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC2.9MShares$116 Million0.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.53MShares$101 Million0.21% of portfolio