Values Added Financial LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Values Added Financial LLC
- $139 Billion
- Q2 2024
A detailed history of Values Added Financial LLC transactions in Spdr Ser Tr Msci Usa Strategic stock. As of the latest transaction made, Values Added Financial LLC holds 1,621 shares of QUS stock, worth $255,242. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,621
Previous 1,634
0.8%
Holding current value
$255,242
Previous $238 Million
0.44%
% of portfolio
0.17%
Previous 0.19%
Shares
3 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