Palo Alto Wealth Advisors, LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Palo Alto Wealth Advisors, LLC
- $145 Billion
- Q2 2024
A detailed history of Palo Alto Wealth Advisors, LLC transactions in Spdr Ser Tr Msci Usa Strategic stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 3,045 shares of QUS stock, worth $479,465. This represents 0.31% of its overall portfolio holdings.
Number of Shares
3,045
Previous 3,025
0.66%
Holding current value
$479,465
Previous $441 Million
1.92%
% of portfolio
0.31%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding QUS
# of Institutions
168Shares Held
7.1MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$227 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX725KShares$114 Million21.08% of portfolio
-
Sfmg, LLC498KShares$78.4 Million6.44% of portfolio
-
Envestnet Asset Management Inc357KShares$56.2 Million0.02% of portfolio
-
Private Advisor Group, LLC317KShares$49.9 Million0.32% of portfolio