Litman Gregory Wealth Management LLC Ssga Active ETF Tr Spdr Doblel Transaction History
Litman Gregory Wealth Management LLC
- $1.15 Billion
- Q4 2024
A detailed history of Litman Gregory Wealth Management LLC transactions in Ssga Active ETF Tr Spdr Doblel stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 178,390 shares of TOTL stock, worth $7.17 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
178,390
Previous 225,765
20.98%
Holding current value
$7.17 Million
Previous $9.35 Million
24.82%
% of portfolio
0.61%
Previous 0.78%
Shares
29 transactions
Others Institutions Holding TOTL
# of Institutions
389Shares Held
69.3MCall Options Held
4.6KPut Options Held
0-
Signature Estate & Investment Advisors LLC6.49MShares$261 Million6.49% of portfolio
-
Morgan Stanley New York, NY5.58MShares$224 Million0.02% of portfolio
-
Envestnet Asset Management Inc3.29MShares$132 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.9MShares$117 Million0.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.73MShares$110 Million0.22% of portfolio