SIGNATURE ESTATE & INVESTMENT ADVISORS LLC TOTL Holdings History
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's SPDR DoubleLine Total Return Tactical ETF Holding Summary
As of 2025-03-31, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC held 6.79 Mil shares of SPDR DoubleLine Total Return Tactical ETF(TOTL), totaling $273.68 Mil. This investment constitutes 7.2% of their stock portfolio, and SIGNATURE ESTATE & INVESTMENT ADVISORS LLC now holds 7.58% of the outstanding SPDR DoubleLine Total Return Tactical ETF(TOTL) stock.
The initial trade took place in 2019Q1. And since then SIGNATURE ESTATE & INVESTMENT ADVISORS LLC has made 19 purchases of TOTL, at an average price of $40.26, for a total of 8.67 Mil shares. In addition, there have been 5 sales at an average price of $40.59 for 1.87 Mil shares. Based on historical transaction data and TOTL's current price of $39.68, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's estimated gain on his TOTL holdings is $-3.32 Mil, reflecting a -0.95% gain to date.
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC TOTL ($39.68) Holding Chart
SIGNATURE ESTATE & INVESTMENT ADVISORS 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
