Lineweaver Wealth Advisors, LLC Spdr Doubleline Short Duration Transaction History
Lineweaver Wealth Advisors, LLC
- $505 Million
- Q4 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 69,805 shares of STOT stock, worth $3.29 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
69,805
Previous 94,176
25.88%
Holding current value
$3.29 Million
Previous $4.47 Million
26.82%
% of portfolio
0.65%
Previous 0.9%
Shares
5 transactions
Others Institutions Holding STOT
# of Institutions
65Shares Held
2.9MCall Options Held
0Put Options Held
0-
Spinnaker Investment Group, LLC534KShares$25.2 Million6.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC452KShares$21.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY155KShares$7.28 Million0.0% of portfolio
-
Hofer & Associates. Inc Thousand Oaks, CA140KShares$6.61 Million4.43% of portfolio
-
Proficio Capital Partners LLC Newton, MA134KShares$6.29 Million0.53% of portfolio