Destination Wealth Management Spdr Doubleline Short Duration Transaction History
Destination Wealth Management
- $3.17 Billion
- Q4 2024
Shares
5 transactions
Others Institutions Holding STOT
# of Institutions
66Shares Held
2.9MCall Options Held
0Put Options Held
0-
Spinnaker Investment Group, LLC534KShares$25.2 Million6.18% of portfolio
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Lpl Financial LLC Fort Mill, SC452KShares$21.3 Million0.01% of portfolio
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Morgan Stanley New York, NY155KShares$7.29 Million0.0% of portfolio
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Hofer & Associates. Inc Thousand Oaks, CA140KShares$6.62 Million4.43% of portfolio
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Proficio Capital Partners LLC Newton, MA134KShares$6.29 Million0.53% of portfolio