Mark Sheptoff Financial Planning, LLC Spdr Doubleline Short Duration Transaction History
Mark Sheptoff Financial Planning, LLC
- $177 Million
- Q1 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Spdr Doubleline Short Duration stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 739 shares of STOT stock, worth $34,902. This represents 0.02% of its overall portfolio holdings.
Number of Shares
739
Previous 739
-0.0%
Holding current value
$34,902
Previous $34,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding STOT
# of Institutions
66Shares Held
2.64MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC538KShares$25.4 Million0.01% of portfolio
-
Spinnaker Investment Group, LLC535KShares$25.3 Million6.14% of portfolio
-
Bank Of America Corp Charlotte, NC159KShares$7.49 Million0.0% of portfolio
-
Foundations Investment Advisors, LLC152KShares$7.17 Million0.14% of portfolio
-
Hofer & Associates. Inc Thousand Oaks, CA143KShares$6.73 Million4.58% of portfolio