Vertex Planning Partners’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
Other funds holding TOTL
SEIA
CAI
HI
Vertex Planning Partners's TOTL Position: Q1 2023 in Review
Vertex Planning Partners sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2023, closing a stake of 6,129 shares — an estimated $245K sold.
Vertex Planning Partners first reported a position in TOTL in Q4 2022 and held it in 1 quarter. The position peaked at $245K in Q4 2022. 315 funds tracked by Wall St. Rank hold TOTL as of Q1 2023.
- Vertex Planning Partners reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2023 after selling out during the quarter.
- Vertex Planning Partners sold 6,129 State Street DoubleLine Total Return Tactical ETF shares in Q1 2023, an estimated $245K.
- Vertex Planning Partners first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2022 and held it in 1 quarter.
- Vertex Planning Partners's State Street DoubleLine Total Return Tactical ETF position peaked at $245K in Q4 2022.
- 315 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2023.
Based on Vertex Planning Partners's 13F filing for Q1 2023, filed 16 May 2023.