Private Wealth Strategies, L.L.C. Spdr Doubleline Short Duration Transaction History
Private Wealth Strategies, L.L.C.
- $490 Million
- Q2 2024
Shares
5 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
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Bank Of America Corp Charlotte, NC159KShares$7.49 Million0.0% of portfolio
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Foundations Investment Advisors, LLC152KShares$7.17 Million0.14% of portfolio
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Hofer & Associates. Inc Thousand Oaks, CA143KShares$6.73 Million4.58% of portfolio