Halpern Financial, Inc. Ssga Active ETF Tr Spdr Doblel Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Sep 21, 2023	SELL	$47.29 - $48.28 $21,233 - $21,677	-449 Closed	0 $0
Q3 2021 Sep 21, 2023	BUY	$48.16 - $48.66 $21,623 - $21,848	449 New	449 $21.7 Million

Others Institutions Holding TOTL

# of Institutions

345

Shares Held

61.7M

Call Options Held

0

Put Options Held

0

Signature Estate & Investment Advisors LLC

7.32M
Shares

$299 Million
7.3% of portfolio
Morgan Stanley New York, NY

5.24M
Shares

$214 Million
0.02% of portfolio
Envestnet Asset Management Inc

2.79M
Shares

$114 Million
0.04% of portfolio
Wealth Enhancement Advisory Services, LLC

2.46M
Shares

$101 Million
0.24% of portfolio
Lpl Financial LLC Fort Mill, SC

2.36M
Shares

$96.5 Million
0.05% of portfolio

About SSGA ACTIVE ETF TR SPDR DOBLEL

Ticker TOTL
Sector ETFs
Industry ETFs

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