Exencial Wealth Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Exencial Wealth Advisors’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
2025 Q3	–	Sell
2025 Q2	$206K	Sell
2025 Q1	$311K	Sell
2024 Q4	$506K	Sell
2024 Q3	$633K	Sell
2024 Q2	$611K	Sell
2024 Q1	$809K	Sell
2023 Q4	$1.09M	Sell
2023 Q3	$1.45M	Sell
2023 Q2	$3.68M	Buy