Wealth Advisory Solutions, LLC Spdr Doubleline Short Duration Transaction History

Wealth Advisory Solutions, LLC

$369 Million
Q2 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

61

Shares Held

2.26M

Call Options Held

0

Put Options Held

0

Spinnaker Investment Group, LLC

517K
Shares

$24.4 Million
6.75% of portfolio
Lpl Financial LLC Fort Mill, SC

312K
Shares

$14.8 Million
0.01% of portfolio
Paragon Capital Management Inc Provo, UT

133K
Shares

$6.3 Million
4.76% of portfolio
Hofer & Associates. Inc Thousand Oaks, CA

127K
Shares

$6.03 Million
4.63% of portfolio
Lineweaver Wealth Advisors, LLC

83K
Shares

$3.93 Million
0.85% of portfolio

About SPDR DOUBLELINE SHORT DURATION

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