Dakota Wealth Management Spdr Doubleline Short Duration Transaction History

Dakota Wealth Management

$4.35 Billion
Q3 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$46.57 - $47.56 $46,570 - $47,560	-1,000 Reduced 17.85%	4,603 $215,000
Q1 2022 May 13, 2022	BUY	$47.53 - $49.03 $30,846 - $31,820	649 Added 13.1%	5,603 $267,000
Q4 2021 Feb 10, 2022	SELL	$48.99 - $49.58 $444,780 - $450,136	-9,079 Reduced 64.7%	4,954 $243,000
Q3 2021 Nov 15, 2021	SELL	$49.55 - $49.81 $2,576 - $2,590	-52 Reduced 0.37%	14,033 $695,000
Q2 2021 Aug 02, 2021	BUY	$49.58 - $49.76 $157,069 - $157,639	3,168 Added 29.02%	14,085 $701,000
Q1 2021 May 10, 2021	BUY	$49.56 - $50.07 $28,943 - $29,240	584 Added 5.65%	10,917 $542,000
Q4 2020 Feb 12, 2021	SELL	$49.71 - $49.96 $4,921 - $4,946	-99 Reduced 0.95%	10,333 $515,000
Q3 2020 Nov 04, 2020	SELL	$49.51 - $49.94 $117,883 - $118,907	-2,381 Reduced 18.58%	10,432 $519,000
Q2 2020 Aug 07, 2020	BUY	$48.14 - $49.67 $24,262 - $25,033	504 Added 4.09%	12,813 $635,000
Q1 2020 Apr 29, 2020	SELL	$47.48 - $50.05 $75,825 - $79,929	-1,597 Reduced 11.48%	12,309 $594,000
Q4 2019 Feb 06, 2020	BUY	$49.38 - $49.7 $17,332 - $17,444	351 Added 2.59%	13,906 $688,000
Q3 2019 Nov 14, 2019	BUY	$49.47 - $49.67 $294,593 - $295,784	5,955 Added 78.36%	13,555 $673,000
Q2 2019 Aug 07, 2019	SELL	N/A	-250 Reduced 3.18%	7,600 $378,000
Q1 2019 Apr 29, 2019	BUY	N/A	7,850 New	7,850 $387,000
Q1 2019 Apr 18, 2019	SELL	N/A	-7,850 Closed	0 $0
Q3 2018 Nov 07, 2018	SELL	N/A	-725 Reduced 8.45%	7,850 $383,000
Q2 2018 Aug 09, 2018	SELL	N/A	-300 Reduced 3.38%	8,575 $418,000
Q1 2018 Apr 10, 2018	BUY	N/A	75 Added 0.85%	8,875 $436,000
Q3 2017 Oct 16, 2017	BUY	N/A	8,800	8,800 $438,000

Others Institutions Holding STOT

# of Institutions

68

Shares Held

3.77M

Call Options Held

0

Put Options Held

0

About SPDR DOUBLELINE SHORT DURATION

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