WCG Wealth Advisors LLC TOTL Holdings History
WCG Wealth Advisors LLC's SPDR DoubleLine Total Return Tactical ETF Holding Summary
As of 2025-03-31, WCG Wealth Advisors LLC held 759,359.00 shares of SPDR DoubleLine Total Return Tactical ETF(TOTL), totaling $30.59 Mil. This investment constitutes 2.34% of their stock portfolio, and WCG Wealth Advisors LLC now holds 0.85% of the outstanding SPDR DoubleLine Total Return Tactical ETF(TOTL) stock.
The initial trade took place in 2022Q2. And since then WCG Wealth Advisors LLC has made 4 purchases of TOTL, at an average price of $40.74, for a total of 889,351.00 shares. In addition, there have been 4 sales at an average price of $40.69 for 129,992.00 shares. Based on historical transaction data and TOTL's current price of $39.68, WCG Wealth Advisors LLC's estimated gain on his TOTL holdings is $-814,962.73, reflecting a -2.25% gain to date.
WCG Wealth Advisors LLC TOTL ($39.68) Holding Chart
WCG Wealth 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 % | |||
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