Strategic Financial Concepts, LLC Spdr Doubleline Short Duration Transaction History
Strategic Financial Concepts, LLC
- $533 Billion
- Q1 2025
Shares
4 transactions
Others Institutions Holding STOT
# of Institutions
67Shares Held
2.73MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC538KShares$25.3 Million0.01% of portfolio
-
Spinnaker Investment Group, LLC535KShares$25.2 Million6.14% of portfolio
-
Morgan Stanley New York, NY155KShares$7.29 Million0.0% of portfolio
-
Foundations Investment Advisors, LLC152KShares$7.15 Million0.14% of portfolio
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Hofer & Associates. Inc Thousand Oaks, CA143KShares$6.72 Million4.58% of portfolio