Rfg Advisory, LLC Spdr Doubleline Short Duration Transaction History

Rfg Advisory, LLC

$2.86 Billion
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 02, 2021	SELL	N/A	-8,138 Closed	0 $0
Q3 2020 Oct 13, 2020	BUY	N/A	404 Added 5.22%	8,138 $405,000
Q2 2020 Aug 03, 2020	BUY	N/A	1,271 Added 19.67%	7,734 $384,000
Q1 2020 Apr 17, 2020	BUY	N/A	6,463 New	6,463 $312,000

Others Institutions Holding STOT

# of Institutions

56

Shares Held

2.57M

Call Options Held

0

Put Options Held

0

Captrust Financial Advisors Raleigh, NC

678K
Shares

$31.6 Million
0.11% of portfolio
Spinnaker Investment Group, LLC

491K
Shares

$22.9 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

$5.98 Million
0.73% of portfolio
Hofer & Associates. Inc Thousand Oaks, CA

125K
Shares

$5.83 Million
4.94% of portfolio

About SPDR DOUBLELINE SHORT DURATION

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