PMG Wealth Management, Inc. TOTL Holdings History
PMG Wealth Management, Inc.'s SPDR DoubleLine Total Return Tactical ETF Holding Summary
As of 2025-06-30, PMG Wealth Management, Inc. held 116,656.00 shares of SPDR DoubleLine Total Return Tactical ETF(TOTL), totaling $4.66 Mil. This investment constitutes 3.85% of their stock portfolio, and PMG Wealth Management, Inc. now holds 0.12% of the outstanding SPDR DoubleLine Total Return Tactical ETF(TOTL) stock.
The initial trade took place in 2024Q4. And since then PMG Wealth Management, Inc. has made 2 purchases of TOTL, at an average price of $40.09, for a total of 116,656.00 shares. Based on historical transaction data and TOTL's current price of $39.68, PMG Wealth Management, Inc.'s estimated gain on his TOTL holdings is $-47,889.02, reflecting a -1.02% gain to date.
PMG Wealth Management, Inc. TOTL ($39.68) Holding Chart
PMG Wealth Management, Inc. 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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