Heritage Wealth Management, Inc. /Ca/ Ssga Active ETF Tr Spdr Doblel Transaction History

Heritage Wealth Management, Inc. /Ca/

$133 Billion
Q1 2025

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ssga Active ETF Tr Spdr Doblel stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 62,133 shares of TOTL stock, worth $2.5 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares

62,133

Previous 61,704 0.7%

Holding current value

$2.5 Million

Previous $2.43 Billion 3.0%

% of portfolio

1.88%

Previous 1.75%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$38.99 - $40.37 $16,726 - $17,318	429 Added 0.7%	62,133 $2.5 Billion
Q4 2024 Feb 11, 2025	BUY	$39.3 - $41.34 $116,838 - $122,903	2,973 Added 5.06%	61,704 $2.43 Billion
Q3 2024 Oct 18, 2024	BUY	$39.37 - $41.68 $52,716 - $55,809	1,339 Added 2.33%	58,731 $2.43 Billion
Q2 2024 Jul 25, 2024	BUY	$38.37 - $39.99 $168,828 - $175,956	4,400 Added 8.3%	57,392 $2.28 Billion
Q1 2024 May 06, 2024	BUY	$39.46 - $40.35 $334,502 - $342,046	8,477 Added 19.04%	52,992 $2.12 Billion
Q4 2023 Feb 14, 2024	BUY	$37.52 - $40.38 $1.67 Million - $1.8 Million	44,515 New	44,515 $1.79 Billion

Others Institutions Holding TOTL

# of Institutions

384

Shares Held

70.2M

Call Options Held

4.6K

Put Options Held

View Full List

About SSGA ACTIVE ETF TR SPDR DOBLEL

Ticker TOTL
Sector ETFs
Industry ETFs

More about TOTL

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Heritage Wealth Management, Inc. /Ca/ Ssga Active ETF Tr Spdr Doblel Transaction History