JPWM
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Jamison Private Wealth Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Jamison Private Wealth Management’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
-185
Closed -$7.66K – 445
2024
Q3 		$7.66K Hold
185
– – ﹤0.01% 362
2024
Q2 		$7.35K Hold
185
– – ﹤0.01% 339
2024
Q1 		$7.41K Buy
+185
New +$7.37K ﹤0.01% 341

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

Jamison Private Wealth Management's TOTL Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q4 2024, closing a stake of 185 shares — an estimated $7.66K sold.

Jamison Private Wealth Management first reported a position in TOTL in Q1 2024 and held it in 3 quarters. The position peaked at $7.66K in Q3 2024. 359 funds tracked by Wall St. Rank hold TOTL as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 185 State Street DoubleLine Total Return Tactical ETF shares in Q4 2024, an estimated $7.66K.
  • Jamison Private Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2024 and held it in 3 quarters.
  • Jamison Private Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $7.66K in Q3 2024.
  • 359 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.