Wealth Advisory Solutions, LLC Spdr Doubleline Short Duration Transaction History

Wealth Advisory Solutions, LLC

$363 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$47.53 - $49.03 $239,170 - $246,718	-5,032 Closed	0 $0
Q3 2021 Nov 03, 2021	SELL	$49.55 - $49.81 $28,243 - $28,391	-570 Reduced 10.17%	5,032 $249,000
Q2 2021 Jul 21, 2021	BUY	$49.58 - $49.76 $277,747 - $278,755	5,602 New	5,602 $279,000
Q1 2021 May 13, 2021	SELL	$49.56 - $50.07 $591,994 - $598,086	-11,945 Closed	0 $0
Q3 2020 Dec 29, 2020	SELL	$49.51 - $49.94 $79,909 - $80,603	-1,614 Reduced 11.9%	11,945 $594,000
Q2 2020 Dec 23, 2020	SELL	$48.14 - $49.67 $23,877 - $24,636	-496 Reduced 3.53%	13,559 $672,000
Q1 2020 Dec 18, 2020	SELL	$47.48 - $50.05 $85,843 - $90,490	-1,808 Reduced 11.4%	14,055 $677,000
Q4 2019 Jan 27, 2021	BUY	$49.38 - $49.7 $783,314 - $788,391	15,863 New	15,863 $784,000

Others Institutions Holding STOT

# of Institutions

68

Shares Held

3.77M

Call Options Held

0

Put Options Held

0

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 Wealth Advisory Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Advisory Solutions, LLC with notifications on news.