Pasadena Private Wealth, LLC Spdr Doubleline Short Duration Transaction History

Pasadena Private Wealth, LLC

$443 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 04, 2020	SELL	$47.48 - $50.05 $276,476 - $291,441	-5,823 Closed	0 $0
Q4 2019 Jan 15, 2020	BUY	$49.38 - $49.7 $287,539 - $289,403	5,823 New	5,823 $288,000

Others Institutions Holding STOT

# of Institutions

67

Shares Held

3.63M

Call Options Held

0

Put Options Held

0

Winthrop Advisory Group LLC

993K
Shares

$46.7 Million
5.7% of portfolio
Spinnaker Investment Group, LLC

549K
Shares

$25.8 Million
6.51% of portfolio
Lpl Financial LLC Fort Mill, SC

381K
Shares

$17.9 Million
0.01% of portfolio
Paragon Capital Management Inc Provo, UT

137K
Shares

$6.43 Million
4.79% of portfolio
Hofer & Associates. Inc Thousand Oaks, CA

127K
Shares

$5.97 Million
4.17% of portfolio

About SPDR DOUBLELINE SHORT DURATION

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