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Vertex Planning Partners’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Vertex Planning Partners’s Portfolio TOTL Stock Details TOTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,129
Closed -$245K – 147
2022
Q4 		$245K Buy
+6,129
New +$245K 0.1% 131