Raleigh Capital Management Inc. Spdr Doubleline Short Duration Transaction History

Raleigh Capital Management Inc.

$229 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 09, 2022	SELL	N/A	-11 Reduced 14.47%	65 $3,000
Q1 2022 May 12, 2022	BUY	N/A	28 Added 58.33%	76 $4,000
Q4 2021 Feb 16, 2022	BUY	N/A	48 New	48 $4,000

Others Institutions Holding STOT

# of Institutions

57

Shares Held

2.59M

Call Options Held

0

Put Options Held

0

Captrust Financial Advisors Raleigh, NC

678K
Shares

$31.7 Million
0.11% of portfolio
Spinnaker Investment Group, LLC

491K
Shares

$23 Million
6.54% of portfolio
Lpl Financial LLC Fort Mill, SC

252K
Shares

$11.8 Million
0.01% of portfolio
Mbl Wealth, LLC Charlotte, NC

128K
Shares

$6 Million
0.73% of portfolio
Hofer & Associates. Inc Thousand Oaks, CA

125K
Shares

$5.84 Million
4.94% of portfolio

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