Weatherly Asset Management L. P. Ssga Active ETF Tr Spdr Doblel Transaction History
Weatherly Asset Management L. P.
- $1.11 Billion
- Q4 2024
A detailed history of Weatherly Asset Management L. P. transactions in Ssga Active ETF Tr Spdr Doblel stock. As of the latest transaction made, Weatherly Asset Management L. P. holds 505,998 shares of TOTL stock, worth $20.3 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
505,998
Previous 471,071
7.41%
Holding current value
$20.3 Million
Previous $19.5 Million
2.2%
% of portfolio
1.79%
Previous 1.71%
Shares
30 transactions
Others Institutions Holding TOTL
# of Institutions
388Shares Held
68.8MCall Options Held
4.6KPut Options Held
0-
Signature Estate & Investment Advisors LLC6.49MShares$260 Million6.49% of portfolio
-
Morgan Stanley New York, NY5.58MShares$224 Million0.02% of portfolio
-
Envestnet Asset Management Inc3.29MShares$132 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.9MShares$116 Million0.05% of portfolio
-
Tectonic Advisors LLC Plano, TX2.44MShares$97.7 Million6.42% of portfolio