Connecticut Wealth Management, LLC Ssga Active ETF Tr Spdr Doblel Transaction History
Connecticut Wealth Management, LLC
- $1.88 Billion
- Q1 2024
A detailed history of Connecticut Wealth Management, LLC transactions in Ssga Active ETF Tr Spdr Doblel stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 132,567 shares of TOTL stock, worth $5.26 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
132,567
Previous 139,866
5.22%
Holding current value
$5.26 Million
Previous $5.63 Million
5.68%
% of portfolio
0.28%
Previous 0.32%
Shares
16 transactions
Others Institutions Holding TOTL
# of Institutions
342Shares Held
57.7MCall Options Held
100Put Options Held
0-
Signature Estate & Investment Advisors LLC7.07MShares$281 Million8.02% of portfolio
-
Morgan Stanley New York, NY5.09MShares$202 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.47MShares$98 Million0.27% of portfolio
-
Envestnet Asset Management Inc2.45MShares$97.1 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.34MShares$92.8 Million0.05% of portfolio