KWB Wealth TOTL Holdings History
KWB Wealth's SPDR DoubleLine Total Return Tactical ETF Holding Summary
As of 2025-06-30, KWB Wealth held 348,119.00 shares of SPDR DoubleLine Total Return Tactical ETF(TOTL), totaling $14.03 Mil. This investment constitutes 1.7% of their stock portfolio, and KWB Wealth now holds 0.36% of the outstanding SPDR DoubleLine Total Return Tactical ETF(TOTL) stock.
The initial trade took place in 2024Q4. And since then KWB Wealth has made 3 purchases of TOTL, at an average price of $39.89, for a total of 348,119.00 shares. Based on historical transaction data and TOTL's current price of $39.63, KWB Wealth's estimated gain on his TOTL holdings is $-91,934.53, reflecting a -0.66% gain to date.
KWB Wealth TOTL ($39.63) Holding Chart
KWB Wealth TOTL ($39.63) 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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