1900 Wealth Management LLC Spdr Ser Tr Msci Usa Strategic Transaction History
1900 Wealth Management LLC
- $1.11 Billion
- Q4 2024
Shares
6 transactions
Others Institutions Holding QUS
# of Institutions
179Shares Held
7.5MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$230 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX608KShares$96.6 Million19.31% of portfolio
-
Sfmg, LLC515KShares$81.8 Million6.41% of portfolio
-
Envestnet Asset Management Inc384KShares$61 Million0.02% of portfolio
-
Private Advisor Group, LLC329KShares$52.3 Million0.29% of portfolio