Essex Private Wealth Management, LLC Ssga Active ETF Tr Spdr Doblel Transaction History
Essex Private Wealth Management, LLC
- $34.8 Million
- Q2 2024
A detailed history of Essex Private Wealth Management, LLC transactions in Ssga Active ETF Tr Spdr Doblel stock. As of the latest transaction made, Essex Private Wealth Management, LLC holds 25,675 shares of TOTL stock, worth $1.06 Million. This represents 2.93% of its overall portfolio holdings.
Number of Shares
25,675
Previous 31,630
18.83%
Holding current value
$1.06 Million
Previous $1.27 Million
19.51%
% of portfolio
2.93%
Previous 4.06%
Shares
18 transactions
Others Institutions Holding TOTL
# of Institutions
346Shares Held
61.8MCall Options Held
0Put Options Held
0-
Signature Estate & Investment Advisors LLC7.32MShares$302 Million7.3% of portfolio
-
Morgan Stanley New York, NY5.24MShares$216 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.79MShares$115 Million0.04% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.46MShares$102 Million0.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.36MShares$97.6 Million0.05% of portfolio