A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Ssga Active ETF Tr Spdr Doblel stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 14,175 shares of TOTL stock, worth $557,644. This represents 0.18% of its overall portfolio holdings.

Number of Shares
14,175
Previous 15,950 11.13%
Holding current value
$557,644
Previous $638,000 8.93%
% of portfolio
0.18%
Previous 0.22%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 10, 2023

SELL
$39.94 - $41.62 $70,893 - $73,875
-1,775 Reduced 11.13%
14,175 $581,000
Q4 2022

Feb 07, 2023

SELL
$39.06 - $41.25 $7.22 Million - $7.62 Million
-184,756 Reduced 92.05%
15,950 $638,000
Q3 2022

Nov 02, 2022

SELL
$40.06 - $42.94 $592,086 - $634,653
-14,780 Reduced 6.86%
200,706 $8.04 Million
Q2 2022

Jul 19, 2022

SELL
$41.69 - $44.58 $313,717 - $335,464
-7,525 Reduced 3.37%
215,486 $9.09 Million
Q1 2022

May 02, 2022

SELL
$44.48 - $47.26 $170,224 - $180,864
-3,827 Reduced 1.69%
223,011 $9.98 Million
Q4 2021

Feb 10, 2022

BUY
$47.29 - $48.28 $10.7 Million - $11 Million
226,838 New
226,838 $10.7 Million

Others Institutions Holding TOTL

About SSGA ACTIVE ETF TR SPDR DOBLEL


  • Ticker TOTL
  • Sector ETFs
  • Industry ETFs
More about TOTL
Track This Portfolio

Track Cardinal Point Wealth Management Partners, LLC Portfolio

Follow Cardinal Point Wealth Management Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cardinal Point Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cardinal Point Wealth Management Partners, LLC with notifications on news.