Williams Jones Wealth Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Williams Jones Wealth Management’s Portfolio TOTL Stock Details TOTL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$543K	Hold
2025 Q2	$536K	Hold
2025 Q1	$539K	Hold
2024 Q4	$527K	Hold
2024 Q3	$554K	Hold
2024 Q2	$531K	Hold
2024 Q1	$536K	Hold
2023 Q4	$538K	Hold
2023 Q3	$517K	Buy