Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$1,153.84
% of Total Estimate Gain
0.08%

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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