Austin Wealth Management, LLC TOTL Holdings History
Austin Wealth Management, LLC's SPDR DoubleLine Total Return Tactical ETF Holding Summary
As of 2025-03-31, Austin Wealth Management, LLC held 368,168.00 shares of SPDR DoubleLine Total Return Tactical ETF(TOTL), totaling $14.69 Mil. This investment constitutes 2.94% of their stock portfolio, and Austin Wealth Management, LLC now holds 0.41% of the outstanding SPDR DoubleLine Total Return Tactical ETF(TOTL) stock.
The initial trade took place in 2023Q3. And since then Austin Wealth Management, LLC has made 6 purchases of TOTL, at an average price of $39.70, for a total of 368,168.00 shares. Based on historical transaction data and TOTL's current price of $39.98, Austin Wealth Management, LLC's estimated gain on his TOTL holdings is $102,255.32, reflecting a 0.70% gain to date.
Austin Wealth Management, LLC TOTL ($39.98) Holding Chart
Austin Wealth Management, LLC TOTL ($39.98) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
