KWM
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Keebeck Wealth Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Keebeck 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
Q2 		– Sell
-12,500
Closed -$501K – 282
2024
Q1 		$501K Hold
12,500
– – 0.07% 188
2023
Q4 		$503K Buy
+12,500
New +$484K 0.08% 177

Other funds holding TOTL

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Keebeck Wealth Management's TOTL Position: Q2 2024 in Review

Keebeck Wealth Management sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2024, closing a stake of 12,500 shares — an estimated $501K sold.

Keebeck Wealth Management first reported a position in TOTL in Q4 2023 and held it in 2 quarters. The position peaked at $503K in Q4 2023. 324 funds tracked by Wall St. Rank hold TOTL as of Q2 2024.

  • Keebeck Wealth Management reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q2 2024 after selling out during the quarter.
  • Keebeck Wealth Management sold 12,500 State Street DoubleLine Total Return Tactical ETF shares in Q2 2024, an estimated $501K.
  • Keebeck Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2023 and held it in 2 quarters.
  • Keebeck Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $503K in Q4 2023.
  • 324 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2024.

Based on Keebeck Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.