Number of Shares
911,008.00
Current Holdings Value*
$36.70 Mil
% of Portfolio
12.63%
Total Estimate Gain
$232,050.11
% of Total Estimate Gain
0.59%

Morling Financial Advisors, LLC's SPDR DoubleLine Total Return Tactical ETF Holding Summary

As of 2025-03-31, Morling Financial Advisors, LLC held 911,008.00 shares of SPDR DoubleLine Total Return Tactical ETF(TOTL), totaling $36.70 Mil. This investment constitutes 12.63% of their stock portfolio, and Morling Financial Advisors, LLC now holds 1.02% of the outstanding SPDR DoubleLine Total Return Tactical ETF(TOTL) stock.

The initial trade took place in 2021Q4. And since then Morling Financial Advisors, LLC has made 6 purchases of TOTL, at an average price of $39.63, for a total of 998,282.00 shares. In addition, there have been 6 sales at an average price of $39.70 for 87,274.00 shares. Based on historical transaction data and TOTL's current price of $39.88, Morling Financial Advisors, LLC's estimated gain on his TOTL holdings is $232,050.11, reflecting a 0.59% gain to date.

Morling Financial Advisors, LLC TOTL ($39.88) Holding Chart

Morling Financial Advisors, LLC TOTL ($39.88) 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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