DAS
TOTL icon

Dynamic Advisor Solutions’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Dynamic Advisor Solutions’s Portfolio TOTL Stock Details TOTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,255
Closed -$259K – 843
2024
Q3 		$259K Buy
+6,255
New +$255K 0.01% 807
2018
Q2 		– Sell
-4,177
Closed -$200K – 427
2018
Q1 		$200K Buy
+4,177
New +$200K 0.05% 336

Other funds holding TOTL

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Dynamic Advisor Solutions's TOTL Position: Q4 2024 in Review

Dynamic Advisor Solutions sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q4 2024, closing a stake of 6,255 shares — an estimated $259K sold.

Dynamic Advisor Solutions first reported a position in TOTL in Q1 2018 and held it in 2 quarters. The position peaked at $259K in Q3 2024. 359 funds tracked by Wall St. Rank hold TOTL as of Q4 2024.

  • Dynamic Advisor Solutions reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q4 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 6,255 State Street DoubleLine Total Return Tactical ETF shares in Q4 2024, an estimated $259K.
  • Dynamic Advisor Solutions first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2018 and held it in 2 quarters.
  • Dynamic Advisor Solutions's State Street DoubleLine Total Return Tactical ETF position peaked at $259K in Q3 2024.
  • 359 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q4 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2024, filed 21 Jan 2025.