Vest Gen Advisors, LLC Spdr Ser Tr Msci Usa Strategic Transaction History

Vest Gen Advisors, LLC

$2.2 Trillion
Q1 2025

A detailed history of Vest Gen Advisors, LLC transactions in Spdr Ser Tr Msci Usa Strategic stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 3,703 shares of QUS stock, worth $572,261. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,703

Holding current value

$572,261

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$152.57 - $163.66 $564,966 - $606,032	3,703 New	3,703 $580 Million

Others Institutions Holding QUS

# of Institutions

183

Shares Held

7.52M

Call Options Held

Put Options Held

Colony Group LLC Boston, MA

1.44M
Shares

$223 Million
2.62% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

585K
Shares

$90.3 Million
17.67% of portfolio
Sfmg, LLC

517K
Shares

$79.9 Million
6.53% of portfolio
Private Advisor Group, LLC

405K
Shares

$62.6 Million
0.4% of portfolio
Envestnet Asset Management Inc

339K
Shares

$52.3 Million
0.02% of portfolio

View Full List

About SPDR SER TR MSCI USA STRATEGIC

Ticker QUS
Sector ETFs
Industry ETFs

More about QUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vest Gen Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vest Gen Advisors, LLC with notifications on news.

Account

Vest Gen Advisors, LLC Spdr Ser Tr Msci Usa Strategic Transaction History