FAS Wealth Partners, Inc. TOTL Holdings History
FAS Wealth Partners, Inc.'s SPDR DoubleLine Total Return Tactical ETF Holding Summary
As of 2025-03-31, FAS Wealth Partners, Inc. held 350,743.00 shares of SPDR DoubleLine Total Return Tactical ETF(TOTL), totaling $14.13 Mil. This investment constitutes 1.15% of their stock portfolio, and FAS Wealth Partners, Inc. now holds 0.39% of the outstanding SPDR DoubleLine Total Return Tactical ETF(TOTL) stock.
The initial trade took place in 2022Q2. And since then FAS Wealth Partners, Inc. has made 8 purchases of TOTL, at an average price of $41.59, for a total of 458,941.00 shares. In addition, there have been 4 sales at an average price of $40.34 for 108,198.00 shares. Based on historical transaction data and TOTL's current price of $39.68, FAS Wealth Partners, Inc.'s estimated gain on his TOTL holdings is $-806,574.00, reflecting a -4.23% gain to date.
FAS Wealth Partners, Inc. TOTL ($39.68) Holding Chart
FAS Wealth Partners, Inc. 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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