M Wealth Management, LLC TOTL Holdings History
M Wealth Management, LLC's SPDR DoubleLine Total Return Tactical ETF Holding Summary
As of 2025-03-31, M Wealth Management, LLC held 271,248.00 shares of SPDR DoubleLine Total Return Tactical ETF(TOTL), totaling $10.93 Mil. This investment constitutes 10.18% of their stock portfolio, and M Wealth Management, LLC now holds 0.3% of the outstanding SPDR DoubleLine Total Return Tactical ETF(TOTL) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $39.77 for 9,602.00 shares. Based on historical transaction data and TOTL's current price of $39.68, M Wealth Management, LLC's estimated gain on his TOTL holdings is $-128,326.82, reflecting a -1.14% gain to date.
M Wealth Management, LLC TOTL ($39.68) Holding Chart
M Wealth Management, LLC 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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