Mark Sheptoff Financial Planning, LLC Spdr Doubleline Short Duration Transaction History
Mark Sheptoff Financial Planning, LLC
- $182 Million
- Q4 2024
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Spdr Doubleline Short Duration stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 739 shares of STOT stock, worth $34,784. This represents 0.02% of its overall portfolio holdings.
Number of Shares
739
Previous 739
-0.0%
Holding current value
$34,784
Previous $35,000
2.86%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding STOT
# of Institutions
65Shares Held
2.9MCall Options Held
0Put Options Held
0-
Spinnaker Investment Group, LLC534KShares$25.2 Million6.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC452KShares$21.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY155KShares$7.28 Million0.0% of portfolio
-
Hofer & Associates. Inc Thousand Oaks, CA140KShares$6.61 Million4.43% of portfolio
-
Proficio Capital Partners LLC Newton, MA134KShares$6.29 Million0.53% of portfolio