WealthPLAN Partners’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
Other funds holding TOTL
SEIA
TA
CAI
WealthPLAN Partners's TOTL Position: Q3 2023 in Review
WealthPLAN Partners sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q3 2023, closing a stake of 22 shares — an estimated $892 sold.
WealthPLAN Partners first reported a position in TOTL in Q1 2023 and held it in 2 quarters. The position peaked at $903 in Q1 2023. 311 funds tracked by Wall St. Rank hold TOTL as of Q3 2023.
- WealthPLAN Partners reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q3 2023 after selling out during the quarter.
- WealthPLAN Partners sold 22 State Street DoubleLine Total Return Tactical ETF shares in Q3 2023, an estimated $892.
- WealthPLAN Partners first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2023 and held it in 2 quarters.
- WealthPLAN Partners's State Street DoubleLine Total Return Tactical ETF position peaked at $903 in Q1 2023.
- 311 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2023.
Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.