WWP
TOTL icon

WR Wealth Planners’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

WR Wealth Planners’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
2024
Q4 		$4.53K Hold
115
– – ﹤0.01% 720
2024
Q3 		$4.76K Buy
+115
New +$4.69K ﹤0.01% 755

Other funds holding TOTL

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WR Wealth Planners's TOTL Position: Q4 2024 in Review

WR Wealth Planners held its State Street DoubleLine Total Return Tactical ETF (TOTL) position steady in Q4 2024 at 115 shares worth $4.53K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

WR Wealth Planners first reported a position in TOTL in Q3 2024 and has held it in 2 quarters since. The position peaked at $4.76K in Q3 2024. 360 funds tracked by Wall St. Rank hold TOTL as of Q4 2024.

  • WR Wealth Planners held 115 shares of State Street DoubleLine Total Return Tactical ETF worth $4.53K as of Q4 2024.
  • WR Wealth Planners left its State Street DoubleLine Total Return Tactical ETF share count unchanged in Q4 2024.
  • State Street DoubleLine Total Return Tactical ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #720 holding.
  • WR Wealth Planners first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2024 and has held it in 2 quarters since.
  • WR Wealth Planners's State Street DoubleLine Total Return Tactical ETF position peaked at $4.76K in Q3 2024.
  • 360 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.