Elmwood Wealth Management, Inc. TOTL Holdings History
Elmwood Wealth Management, Inc.'s SPDR DoubleLine Total Return Tactical ETF Holding Summary
As of 2025-03-31, Elmwood Wealth Management, Inc. held 149,574.00 shares of SPDR DoubleLine Total Return Tactical ETF(TOTL), totaling $6.03 Mil. This investment constitutes 2.47% of their stock portfolio, and Elmwood Wealth Management, Inc. now holds 0.17% of the outstanding SPDR DoubleLine Total Return Tactical ETF(TOTL) stock.
The initial trade took place in 2021Q1. And since then Elmwood Wealth Management, Inc. has made 3 purchases of TOTL, at an average price of $39.75, for a total of 268,840.00 shares. In addition, there have been 6 sales at an average price of $39.09 for 119,266.00 shares. Based on historical transaction data and TOTL's current price of $39.81, Elmwood Wealth Management, Inc.'s estimated gain on his TOTL holdings is $-67,938.41, reflecting a -0.64% gain to date.
Elmwood Wealth Management, Inc. TOTL ($39.81) Holding Chart
Elmwood Wealth Management, Inc. TOTL ($39.81) 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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