Winthrop Advisory Group LLC Spdr Doubleline Short Duration Transaction History

Winthrop Advisory Group LLC

$828 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$46.63 - $47.52 $46.3 Million - $47.2 Million	992,564 New	992,564 $47.1 Million

Others Institutions Holding STOT

# of Institutions

68

Shares Held

2.88M

Call Options Held

0

Put Options Held

0

Spinnaker Investment Group, LLC

535K
Shares

$25.2 Million
6.14% of portfolio
Lpl Financial LLC Fort Mill, SC

452K
Shares

$21.3 Million
0.01% of portfolio
Morgan Stanley New York, NY

155K
Shares

$7.28 Million
0.0% of portfolio
Hofer & Associates. Inc Thousand Oaks, CA

143K
Shares

$6.7 Million
4.58% of portfolio
Proficio Capital Partners LLC Newton, MA

134K
Shares

$6.28 Million
0.53% of portfolio

About SPDR DOUBLELINE SHORT DURATION

Ticker STOT
Sector ETFs
Industry ETFs

More about STOT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Winthrop Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winthrop Advisory Group LLC with notifications on news.