KWB Wealth TOTL Holdings History
KWB Wealth's SPDR DoubleLine Total Return Tactical ETF Holding Summary
As of 2025-03-31, KWB Wealth held 260,912.00 shares of SPDR DoubleLine Total Return Tactical ETF(TOTL), totaling $10.28 Mil. This investment constitutes 1.24% of their stock portfolio, and KWB Wealth now holds 0.3% 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 2 purchases of TOTL, at an average price of $39.94, for a total of 260,912.00 shares. Based on historical transaction data and TOTL's current price of $39.78, KWB Wealth's estimated gain on his TOTL holdings is $-40,588.75, reflecting a -0.39% gain to date.
KWB Wealth TOTL ($39.78) Holding Chart
KWB Wealth TOTL ($39.78) 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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