Lineweaver Wealth Advisors, LLC Spdr Doubleline Short Duration Transaction History
Lineweaver Wealth Advisors, LLC
- $419 Million
- Q1 2024
A detailed history of Lineweaver Wealth Advisors, LLC transactions in Spdr Doubleline Short Duration stock. As of the latest transaction made, Lineweaver Wealth Advisors, LLC holds 72,468 shares of STOT stock, worth $3.39 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
72,468
Previous 70,314
3.06%
Holding current value
$3.39 Million
Previous $3.29 Million
3.4%
% of portfolio
0.81%
Previous 0.86%
Shares
2 transactions
Others Institutions Holding STOT
# of Institutions
57Shares Held
2.59MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC678KShares$31.7 Million0.11% of portfolio
-
Spinnaker Investment Group, LLC491KShares$23 Million6.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC252KShares$11.8 Million0.01% of portfolio
-
Mbl Wealth, LLC Charlotte, NC128KShares$6 Million0.73% of portfolio
-
Hofer & Associates. Inc Thousand Oaks, CA125KShares$5.84 Million4.94% of portfolio