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WoodTrust Financial’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

WoodTrust Financial’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
2023
Q4 		– Sell
-15,181
Closed -$587K – 171
2023
Q3 		$587K Buy
+15,181
New +$602K 0.11% 99

Other funds holding TOTL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WoodTrust Financial's TOTL Position: Q4 2023 in Review

WoodTrust Financial sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q4 2023, closing a stake of 15,181 shares — an estimated $587K sold.

WoodTrust Financial first reported a position in TOTL in Q3 2023 and held it in 1 quarter. The position peaked at $587K in Q3 2023. 322 funds tracked by Wall St. Rank hold TOTL as of Q4 2023.

  • WoodTrust Financial reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q4 2023 after selling out during the quarter.
  • WoodTrust Financial sold 15,181 State Street DoubleLine Total Return Tactical ETF shares in Q4 2023, an estimated $587K.
  • WoodTrust Financial first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2023 and held it in 1 quarter.
  • WoodTrust Financial's State Street DoubleLine Total Return Tactical ETF position peaked at $587K in Q3 2023.
  • 322 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q4 2023.

Based on WoodTrust Financial's 13F filing for Q4 2023, filed 23 Jan 2024.