Foundations Investment Advisors, LLC Spdr Doubleline Short Duration Transaction History
Foundations Investment Advisors, LLC
- $4.46 Billion
- Q3 2024
A detailed history of Foundations Investment Advisors, LLC transactions in Spdr Doubleline Short Duration stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 95,685 shares of STOT stock, worth $4.51 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
95,685
Previous 17,273
453.96%
Holding current value
$4.51 Million
Previous $809,000
461.43%
% of portfolio
0.1%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding STOT
# of Institutions
65Shares Held
2.42MCall Options Held
0Put Options Held
0-
Spinnaker Investment Group, LLC517KShares$24.3 Million6.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC312KShares$14.7 Million0.01% of portfolio
-
Paragon Capital Management Inc Provo, UT137KShares$6.44 Million4.79% of portfolio
-
Hofer & Associates. Inc Thousand Oaks, CA127KShares$5.98 Million4.17% of portfolio
-
Lineweaver Wealth Advisors, LLC83KShares$3.91 Million0.85% of portfolio