Worth Financial Advisory Group, LLC Ssga Active ETF Tr Spdr Doblel Transaction History
Worth Financial Advisory Group, LLC
- $152 Billion
- Q2 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Ssga Active ETF Tr Spdr Doblel stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 29,154 shares of TOTL stock, worth $1.2 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
29,154
Previous 28,467
2.41%
Holding current value
$1.2 Million
Previous $1.14 Billion
1.57%
% of portfolio
0.76%
Previous 0.79%
Shares
7 transactions
Others Institutions Holding TOTL
# of Institutions
346Shares Held
61.8MCall Options Held
0Put Options Held
0-
Signature Estate & Investment Advisors LLC7.32MShares$302 Million7.3% of portfolio
-
Morgan Stanley New York, NY5.24MShares$216 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.79MShares$115 Million0.04% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.46MShares$102 Million0.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.36MShares$97.6 Million0.05% of portfolio