Integrated Wealth Concepts LLC Spdr Doubleline Short Duration Transaction History

Integrated Wealth Concepts LLC

$9.24 Billion
Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Spdr Doubleline Short Duration stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 28,230 shares of STOT stock, worth $1.34 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

28,230

Previous 24,496 15.24%

Holding current value

$1.34 Million

Previous $1.16 Million 15.47%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$46.87 - $47.35 $175,012 - $176,804	3,734 Added 15.24%	28,230 $1.34 Million
Q1 2025 May 15, 2025	SELL	$46.74 - $47.25 $3,318 - $3,354	-71 Reduced 0.29%	24,496 $1.16 Million
Q4 2024 Feb 14, 2025	BUY	$46.75 - $47.33 $68,582 - $69,433	1,467 Added 6.35%	24,567 $1.15 Million
Q3 2024 Nov 14, 2024	BUY	$46.63 - $47.52 $59,266 - $60,397	1,271 Added 5.82%	23,100 $1.1 Million
Q2 2024 Aug 14, 2024	BUY	$46.52 - $46.87 $77,967 - $78,554	1,676 Added 8.32%	21,829 $1.02 Million
Q1 2024 May 15, 2024	BUY	$46.77 - $47.05 $226,273 - $227,627	4,838 Added 31.59%	20,153 $946,000
Q4 2023 Feb 13, 2024	BUY	$46.21 - $46.84 $707,706 - $717,354	15,315 New	15,315 $717,000

Others Institutions Holding STOT

# of Institutions

Shares Held

3.29M

Call Options Held

Put Options Held

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About SPDR DOUBLELINE SHORT DURATION

Ticker STOT
Sector ETFs
Industry ETFs

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Integrated Wealth Concepts LLC Spdr Doubleline Short Duration Transaction History