Qp Wealth Management, LLC Ssga Active ETF Tr Spdr Doblel Transaction History
Qp Wealth Management, LLC
- $57.3 Million
- Q3 2023
A detailed history of Qp Wealth Management, LLC transactions in Ssga Active ETF Tr Spdr Doblel stock. As of the latest transaction made, Qp Wealth Management, LLC holds 7,631 shares of TOTL stock, worth $304,247. This represents 0.51% of its overall portfolio holdings.
Number of Shares
7,631
Previous 6,111
24.87%
Holding current value
$304,247
Previous $247,000
19.03%
% of portfolio
0.51%
Previous 0.39%
Shares
15 transactions
Others Institutions Holding TOTL
# of Institutions
350Shares Held
62.5MCall Options Held
0Put Options Held
0-
Signature Estate & Investment Advisors LLC7.32MShares$292 Million7.3% of portfolio
-
Morgan Stanley New York, NY5.24MShares$209 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.79MShares$111 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.36MShares$94.2 Million0.05% of portfolio
-
Tectonic Advisors LLC Plano, TX2.35MShares$93.6 Million6.5% of portfolio