Strategic Wealth Advisors Group, LLC Spdr Doubleline Short Duration Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 12, 2019	SELL	N/A	-17,199 Closed	0 $0
Q3 2018 Nov 07, 2018	BUY	N/A	17,199 New	17,199 $835,000

Others Institutions Holding STOT

# of Institutions

66

Shares Held

2.65M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

538K
Shares

$25.4 Million
0.01% of portfolio
Spinnaker Investment Group, LLC

501K
Shares

$23.7 Million
6.01% of portfolio
Bank Of America Corp Charlotte, NC

159K
Shares

$7.49 Million
0.0% of portfolio
Foundations Investment Advisors, LLC

152K
Shares

$7.17 Million
0.14% of portfolio
Hofer & Associates. Inc Thousand Oaks, CA

143K
Shares

$6.77 Million
4.44% of portfolio

About SPDR DOUBLELINE SHORT DURATION

Ticker STOT
Sector ETFs
Industry ETFs

More about STOT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Advisors Group, LLC with notifications on news.