Gradient Investments LLC Spdr Doubleline Short Duration Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 11, 2022	SELL	$46.57 - $47.56 $605 - $618	-13 Closed	0 $0
Q1 2022 May 26, 2022	BUY	$47.53 - $49.03 $617 - $637	13 New	13 $1,000

Others Institutions Holding STOT

# of Institutions

67

Shares Held

3.63M

Call Options Held

0

Put Options Held

0

Winthrop Advisory Group LLC

993K
Shares

$46.6 Million
5.7% of portfolio
Spinnaker Investment Group, LLC

549K
Shares

$25.8 Million
6.51% of portfolio
Lpl Financial LLC Fort Mill, SC

381K
Shares

$17.9 Million
0.01% of portfolio
Paragon Capital Management Inc Provo, UT

137K
Shares

$6.42 Million
4.79% of portfolio
Hofer & Associates. Inc Thousand Oaks, CA

127K
Shares

$5.97 Million
4.17% of portfolio

About SPDR DOUBLELINE SHORT DURATION

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