ACG Wealth TOTL Holdings History
ACG Wealth's SPDR DoubleLine Total Return Tactical ETF Holding Summary
As of 2022-09-30, ACG Wealth held 250,205.00 shares of SPDR DoubleLine Total Return Tactical ETF(TOTL), totaling $10.05 Mil. This investment constitutes 2.3% of their stock portfolio, and ACG Wealth now holds 0.47% of the outstanding SPDR DoubleLine Total Return Tactical ETF(TOTL) stock.
The initial trade took place in 2020Q1. And since then ACG Wealth has made 6 purchases of TOTL, at an average price of $49.04, for a total of 344,232.00 shares. In addition, there have been 5 sales at an average price of $47.68 for 94,027.00 shares. Based on historical transaction data and TOTL's current price of $39.68, ACG Wealth's estimated gain on his TOTL holdings is $-2.47 Mil, reflecting a -14.62% gain to date.
ACG Wealth TOTL ($39.68) Holding Chart
ACG Wealth 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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