Charter Oak Capital Management, LLC Ssga Active ETF Tr Spdr Doblel Transaction History
Charter Oak Capital Management, LLC
- $958 Million
- Q2 2024
A detailed history of Charter Oak Capital Management, LLC transactions in Ssga Active ETF Tr Spdr Doblel stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 5,932 shares of TOTL stock, worth $242,500. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,932
Previous 5,905
0.46%
Holding current value
$242,500
Previous $236,000
0.42%
% of portfolio
0.02%
Previous 0.03%
Shares
15 transactions
Others Institutions Holding TOTL
# of Institutions
345Shares Held
61.7MCall Options Held
0Put Options Held
0-
Signature Estate & Investment Advisors LLC7.32MShares$299 Million7.3% of portfolio
-
Morgan Stanley New York, NY5.24MShares$214 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.79MShares$114 Million0.04% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.46MShares$101 Million0.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.36MShares$96.5 Million0.05% of portfolio