Exencial Wealth Advisors, LLC Spdr Doubleline Short Duration Transaction History
Exencial Wealth Advisors, LLC
- $2.63 Billion
- Q1 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Spdr Doubleline Short Duration stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 56,762 shares of STOT stock, worth $2.66 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
56,762
Previous 59,178
4.08%
Holding current value
$2.66 Million
Previous $2.77 Million
3.75%
% of portfolio
0.1%
Previous 0.11%
Shares
13 transactions
Others Institutions Holding STOT
# of Institutions
57Shares Held
2.59MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC678KShares$31.7 Million0.11% of portfolio
-
Spinnaker Investment Group, LLC491KShares$23 Million6.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC252KShares$11.8 Million0.01% of portfolio
-
Mbl Wealth, LLC Charlotte, NC128KShares$6 Million0.73% of portfolio
-
Hofer & Associates. Inc Thousand Oaks, CA125KShares$5.84 Million4.94% of portfolio