Accurate Wealth Management, LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Accurate Wealth Management, LLC
- $486 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding QUS
# of Institutions
167Shares Held
7.34MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$232 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX678KShares$109 Million20.36% of portfolio
-
Sfmg, LLC508KShares$81.6 Million6.6% of portfolio
-
Envestnet Asset Management Inc417KShares$66.9 Million0.02% of portfolio
-
Private Advisor Group, LLC336KShares$53.9 Million0.34% of portfolio