Heritage Financial Services, LLC Ssga Active ETF Tr Spdr Doblel Transaction History

Heritage Financial Services, LLC

  • $653 Million
  • Q1 2024

A detailed history of Heritage Financial Services, LLC transactions in Ssga Active ETF Tr Spdr Doblel stock. As of the latest transaction made, Heritage Financial Services, LLC holds 14,853 shares of TOTL stock, worth $591,594. This represents 0.09% of its overall portfolio holdings.

Number of Shares
14,853
Previous 14,384 3.26%
Holding current value
$591,594
Previous $578,000 2.77%
% of portfolio
0.09%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$39.46 - $40.35 $18,506 - $18,924
469 Added 3.26%
14,853 $594,000
Q4 2023

Feb 02, 2024
SELL
$37.52 - $40.38 $20,598 - $22,168
-549 Reduced 3.68%
14,384 $578,000
Q3 2023

Oct 19, 2023
SELL
$38.6 - $40.65 $125,681 - $132,356
-3,256 Reduced 17.9%
14,933 $577,000
Q2 2023

Jul 31, 2023
BUY
$40.21 - $41.35 $731,379 - $752,115
18,189 New
18,189 $737,000
Q3 2022

Nov 03, 2022
SELL
N/A
-17,346 Reduced 45.85%
20,485 $823,000
Q2 2022

Jul 19, 2022
BUY
N/A
37,831 New
37,831 $1.6 Million

Others Institutions Holding TOTL

# of Institutions
341
Shares Held
57.7M
Call Options Held
100
Put Options Held
0
View Full List

About SSGA ACTIVE ETF TR SPDR DOBLEL

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