Cardinal Point Wealth Management LLC TOTL Holdings History
Cardinal Point Wealth Management LLC's SPDR DoubleLine Total Return Tactical ETF Holding Summary
As of 2021-09-30, Cardinal Point Wealth Management LLC held 219,581.00 shares of SPDR DoubleLine Total Return Tactical ETF(TOTL), totaling $10.61 Mil. This investment constitutes 4.99% of their stock portfolio, and Cardinal Point Wealth Management LLC now holds 0.39% of the outstanding SPDR DoubleLine Total Return Tactical ETF(TOTL) stock.
The initial trade took place in 2020Q4. And since then Cardinal Point Wealth Management LLC has made 3 purchases of TOTL, at an average price of $48.29, for a total of 219,581.00 shares. Based on historical transaction data and TOTL's current price of $39.87, Cardinal Point Wealth Management LLC's estimated gain on his TOTL holdings is $-1.85 Mil, reflecting a -17.44% gain to date.
Cardinal Point Wealth Management LLC TOTL ($39.87) Holding Chart
Cardinal Point Wealth Management LLC TOTL ($39.87) 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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