Weatherly Asset Management L. P. Spdr Doubleline Short Duration Transaction History
Weatherly Asset Management L. P.
- $1.2 Billion
- Q3 2025
Shares
5 transactions
Others Institutions Holding STOT
# of Institutions
71Shares Held
3.19MCall Options Held
0Put Options Held
0-
Spinnaker Investment Group, LLC565KShares$26.7 Million5.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC499KShares$23.6 Million0.01% of portfolio
-
Foundations Investment Advisors, LLC320KShares$15.2 Million0.24% of portfolio
-
Journey Advisory Group, LLC192KShares$9.06 Million0.73% of portfolio
-
Bank Of America Corp Charlotte, NC164KShares$7.75 Million0.0% of portfolio