Number of Shares
69,915.00
Current Holdings Value*
$2.78 Mil
% of Portfolio
6.52%
Total Estimate Gain
$-1.40 Mil
% of Total Estimate Gain
-6.45%

John W. Brooker & Co., CPAs's SPDR DoubleLine Total Return Tactical ETF Holding Summary

As of 2025-06-30, John W. Brooker & Co., CPAs held 69,915.00 shares of SPDR DoubleLine Total Return Tactical ETF(TOTL), totaling $2.78 Mil. This investment constitutes 6.52% of their stock portfolio, and John W. Brooker & Co., CPAs now holds 0.07% of the outstanding SPDR DoubleLine Total Return Tactical ETF(TOTL) stock.

The initial trade took place in 2020Q3. And since then John W. Brooker & Co., CPAs has made 6 purchases of TOTL, at an average price of $47.30, for a total of 460,221.00 shares. In addition, there have been 14 sales at an average price of $45.03 for 390,306.00 shares. Based on historical transaction data and TOTL's current price of $39.87, John W. Brooker & Co., CPAs's estimated gain on his TOTL holdings is $-1.40 Mil, reflecting a -6.45% gain to date.

John W. Brooker & Co., CPAs TOTL ($39.87) Holding Chart

John W. Brooker & Co., CPAs 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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