Morling Financial Advisors, LLC TOTL Holdings History
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 $39.79, Morling Financial Advisors, LLC's estimated gain on his TOTL holdings is $150,059.39, reflecting a 0.38% gain to date.
Morling Financial Advisors, LLC TOTL ($39.79) Holding Chart
Morling Financial Advisors, LLC TOTL ($39.79) 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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