Worth Financial Advisory Group, LLC TOTL Holdings History
Worth Financial Advisory Group, LLC's SPDR DoubleLine Total Return Tactical ETF Holding Summary
As of 2025-06-30, Worth Financial Advisory Group, LLC held - shares of SPDR DoubleLine Total Return Tactical ETF(TOTL), totaling N/A. This investment constitutes 0% of their stock portfolio, and Worth Financial Advisory Group, LLC now holds 0% of the outstanding SPDR DoubleLine Total Return Tactical ETF(TOTL) stock.
The initial trade took place in 2022Q4. And since then Worth Financial Advisory Group, LLC has made 5 purchases of TOTL, at an average price of $39.71, for a total of 37,788.00 shares. In addition, there have been 5 sales at an average price of $39.74 for 37,788.00 shares. Based on historical transaction data and TOTL's current price of $39.68, Worth Financial Advisory Group, LLC's estimated gain on his TOTL holdings is $1,153.84, reflecting a 0.08% gain to date.
Worth Financial Advisory Group, LLC TOTL ($39.68) Holding Chart
Worth Financial Advisory Group, 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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