West Oak Capital, LLC Spdr Doubleline Short Duration Transaction History
West Oak Capital, LLC
- $5.38 Billion
- Q3 2024
Shares
6 transactions
Others Institutions Holding STOT
# of Institutions
67Shares Held
3.63MCall Options Held
0Put Options Held
0-
Winthrop Advisory Group LLC993KShares$46.7 Million5.7% of portfolio
-
Spinnaker Investment Group, LLC549KShares$25.8 Million6.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC381KShares$17.9 Million0.01% of portfolio
-
Paragon Capital Management Inc Provo, UT137KShares$6.43 Million4.79% of portfolio
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Hofer & Associates. Inc Thousand Oaks, CA127KShares$5.97 Million4.17% of portfolio