Private Wealth Strategies, L.L.C. Spdr Doubleline Short Duration Transaction History
Private Wealth Strategies, L.L.C.
- $477 Million
- Q1 2024
Shares
5 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
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Spinnaker Investment Group, LLC491KShares$22.9 Million6.54% of portfolio
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Lpl Financial LLC Fort Mill, SC252KShares$11.8 Million0.01% of portfolio
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Mbl Wealth, LLC Charlotte, NC128KShares$5.99 Million0.73% of portfolio
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Hofer & Associates. Inc Thousand Oaks, CA125KShares$5.84 Million4.94% of portfolio