Vista Private Wealth Partners. LLC Ssga Active ETF Tr Spdr Doblel Transaction History

Vista Private Wealth Partners. LLC

$223 Million
Q1 2024

A detailed history of Vista Private Wealth Partners. LLC transactions in Ssga Active ETF Tr Spdr Doblel stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 325,240 shares of TOTL stock, worth $12.8 Million. This represents 5.85% of its overall portfolio holdings.

Number of Shares

325,240

Previous 300,436 8.26%

Holding current value

$12.8 Million

Previous $12.1 Million 7.72%

% of portfolio

5.85%

Previous 4.67%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$39.46 - $40.35 $978,765 - $1 Million	24,804 Added 8.26%	325,240 $13 Million
Q4 2023 Feb 13, 2024	BUY	$37.52 - $40.38 $7.59 Million - $8.17 Million	202,384 Added 206.4%	300,436 $12.1 Million
Q3 2023 Oct 10, 2023	BUY	$38.6 - $40.65 $141,584 - $149,104	3,668 Added 3.89%	98,052 $3.79 Million
Q2 2023 Jul 17, 2023	BUY	$40.21 - $41.35 $211,263 - $217,252	5,254 Added 5.89%	94,384 $3.83 Million
Q1 2023 May 09, 2023	BUY	$39.94 - $41.62 $649,544 - $676,866	16,263 Added 22.32%	89,130 $3.66 Million

Q4 2022 Jan 12, 2023	BUY	$39.1 - $41.25 $2.47 Million - $2.6 Million	63,074 Added 644.07%	72,867 $0
Q3 2022 Oct 13, 2022	BUY	N/A	9,793 New	9,793 $395,000

Others Institutions Holding TOTL

# of Institutions

341

Shares Held

57.6M

Call Options Held

100

Put Options Held

View Full List

About SSGA ACTIVE ETF TR SPDR DOBLEL

Ticker TOTL
Sector ETFs
Industry ETFs

More about TOTL

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Vista Private Wealth Partners. LLC Ssga Active ETF Tr Spdr Doblel Transaction History