Morton Brown Family Wealth’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Morton Brown Family Wealth’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 Q1	–	Sell	-166	Closed	-$6.68K	–	291
2023 Q4	$6.68K	Hold	166	–	–	﹤0.01%	199
2023 Q3	$6.42K	Hold	166	–	–	﹤0.01%	142
2023 Q2	$6.73K	Hold	166	–	–	﹤0.01%	134
2023 Q1	$6.81K	Hold	166	–	–	﹤0.01%	149
2022 Q4	$6.65K	Hold	166	–	–	﹤0.01%	129
2022 Q3	$7K	Hold	166	–	–	0.01%	130
2022 Q2	$7K	Hold	166	–	–	0.01%	129
2022 Q1	$7K	Hold	166	–	–	0.01%	116
2021 Q4	$8K	Buy	+166	New	+$7.92K	0.01%	128

Other funds holding TOTL

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Morton Brown Family Wealth's TOTL Position: Q1 2024 in Review

Morton Brown Family Wealth sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2024, closing a stake of 166 shares — an estimated $6.68K sold.

Morton Brown Family Wealth first reported a position in TOTL in Q4 2021 and held it in 9 quarters. The position peaked at $8K in Q4 2021. 323 funds tracked by Wall St. Rank hold TOTL as of Q1 2024.

Morton Brown Family Wealth reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2024 after selling out during the quarter.
Morton Brown Family Wealth sold 166 State Street DoubleLine Total Return Tactical ETF shares in Q1 2024, an estimated $6.68K.
Morton Brown Family Wealth first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2021 and held it in 9 quarters.
Morton Brown Family Wealth's State Street DoubleLine Total Return Tactical ETF position peaked at $8K in Q4 2021.
323 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2024.

Based on Morton Brown Family Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.