1 NORTH WEALTH SERVICES LLC TOTL Holdings History
1 NORTH WEALTH SERVICES LLC's SPDR DoubleLine Total Return Tactical ETF Holding Summary
As of 2025-03-31, 1 NORTH WEALTH SERVICES LLC held 324,365.00 shares of SPDR DoubleLine Total Return Tactical ETF(TOTL), totaling $13.07 Mil. This investment constitutes 6.05% of their stock portfolio, and 1 NORTH WEALTH SERVICES LLC now holds 0.36% of the outstanding SPDR DoubleLine Total Return Tactical ETF(TOTL) stock.
The initial trade took place in 2024Q4. And since then 1 NORTH WEALTH SERVICES LLC has made 1 purchases of TOTL, at an average price of $40.14, for a total of 356,119.00 shares. In addition, there have been 1 sales at an average price of $39.77 for 31,754.00 shares. Based on historical transaction data and TOTL's current price of $39.68, 1 NORTH WEALTH SERVICES LLC's estimated gain on his TOTL holdings is $-160,956.88, reflecting a -1.13% gain to date.
1 NORTH WEALTH SERVICES LLC TOTL ($39.68) Holding Chart
1 NORTH WEALTH SERVICES LLC TOTL ($39.68) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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