Worth Financial Advisory Group, LLC Ssga Active ETF Tr Spdr Doblel Transaction History
Worth Financial Advisory Group, LLC
- $162 Billion
- Q4 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 29,359 shares of TOTL stock, worth $1.18 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
29,359
Previous 29,567
0.7%
Holding current value
$1.18 Million
Previous $1.22 Billion
5.52%
% of portfolio
0.71%
Previous 0.72%
Shares
9 transactions
Others Institutions Holding TOTL
# of Institutions
388Shares Held
68.8MCall Options Held
4.6KPut Options Held
0-
Signature Estate & Investment Advisors LLC6.49MShares$260 Million6.49% of portfolio
-
Morgan Stanley New York, NY5.58MShares$224 Million0.02% of portfolio
-
Envestnet Asset Management Inc3.29MShares$132 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.9MShares$117 Million0.05% of portfolio
-
Tectonic Advisors LLC Plano, TX2.44MShares$97.8 Million6.42% of portfolio