Geneos Wealth Management Inc. Spdr Doubleline Short Duration Transaction History

Geneos Wealth Management Inc.

  • $2.17 Billion
  • Q1 2024

A detailed history of Geneos Wealth Management Inc. transactions in Spdr Doubleline Short Duration stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 690 shares of STOT stock, worth $32,291. This represents 0.0% of its overall portfolio holdings.

Number of Shares
690
Previous 690 -0.0%
Holding current value
$32,291
Previous $32,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 26, 2024
BUY
$46.21 - $46.84 $3,927 - $3,981
85 Added 14.05%
690 $32,000
Q2 2023

Aug 08, 2023
SELL
$46.28 - $46.58 $6,942 - $6,987
-150 Reduced 19.87%
605 $28,000
Q1 2023

Apr 25, 2023
SELL
$46.09 - $46.7 $48,394 - $49,035
-1,050 Reduced 58.17%
755 $35,000
Q4 2022

Jan 30, 2023
SELL
$45.49 - $46.27 $256,290 - $260,685
-5,634 Reduced 75.74%
1,805 $83,000
Q2 2022

Jul 22, 2022
BUY
N/A
1,948 Added 35.48%
7,439 $0
Q1 2022

May 16, 2022
SELL
N/A
-1,005 Reduced 15.47%
5,491 $261,000
Q4 2021

Feb 09, 2022
SELL
N/A
-1,200 Reduced 15.59%
6,496 $318,000
Q3 2021

Nov 09, 2021
BUY
N/A
7,696 New
7,696 $381,000
Q2 2021

Jul 08, 2021
SELL
N/A
-667 Closed
0 $0
Q1 2021

Jun 17, 2021
SELL
N/A
-225 Reduced 25.22%
667 $33,000
Q4 2020

May 19, 2021
SELL
N/A
-200 Reduced 18.32%
892 $44,000
Q4 2019

Sep 07, 2021
BUY
N/A
667 Added 156.94%
1,092 $54,000
Q1 2019

Sep 07, 2021
SELL
N/A
-5 Reduced 1.16%
425 $20,000
Q4 2018

Sep 07, 2021
BUY
N/A
5 Added 1.18%
430 $20,000
Q3 2018

Sep 07, 2021
BUY
N/A
425 New
425 $20,000

Others Institutions Holding STOT

# of Institutions
57
Shares Held
2.59M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR DOUBLELINE SHORT DURATION

STOT Quotes by TradingView
  • Ticker STOT
  • Sector ETFs
  • Industry ETFs
More about STOT
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