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TOTLTOTL
Showing 8 of 29 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in SS DOUBLELINE TR TACT ETF

Steward Partners Investment Advisory, LLC holds 381,539 shares of TOTL (SS DOUBLELINE TR TACT ETF), worth $15.1M as of 2026-Q2. The position was increased (+5.4% shares). TOTL represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$15.1M

Current Shares

381,539

Total Value Change

+$9.9M

Total Shares Change

+256,683

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
381,539
+5.4%
$15.1M0.1%$39.13
30
2026-Q1
Increased
361,910
+12.0%
$14.4M0.1%$38.90
31
2025-Q4
Increased
323,183
+3.6%
$13M0.1%$39.10
29
2025-Q3
Increased
311,829
+10.7%
$12.7M0.1%$38.68
31
2025-Q2
Increased
281,691
+16.0%
$11.3M0.1%$37.76
32
2025-Q1
Increased
242,808
+89.0%
$9.8M0.1%$37.45
43
2024-Q4
Increased
128,499
+2.9%
$5.1M0.0%$36.31
28
2024-Q3
Decreased
124,856
-61.5%
$5.2M0.0%$37.44
0

Other major holders of TOTL: FMR LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

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