Strategic Financial Partners, Ltd. Spdr Ser Tr Msci Usa Strategic Transaction History
Strategic Financial Partners, Ltd.
- $195 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding QUS
# of Institutions
166Shares Held
7.03MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$237 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX678KShares$111 Million20.36% of portfolio
-
Sfmg, LLC508KShares$83.3 Million6.6% of portfolio
-
Envestnet Asset Management Inc417KShares$68.3 Million0.02% of portfolio
-
Private Advisor Group, LLC336KShares$55.1 Million0.34% of portfolio