Berkshire Money Management, Inc. Spdr Ser Tr Msci Usa Strategic Transaction History
Berkshire Money Management, Inc.
- $796 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding QUS
# of Institutions
183Shares Held
7.51MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$228 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX585KShares$92.4 Million17.67% of portfolio
-
Sfmg, LLC517KShares$81.8 Million6.53% of portfolio
-
Private Advisor Group, LLC405KShares$64.1 Million0.4% of portfolio
-
Envestnet Asset Management Inc339KShares$53.5 Million0.02% of portfolio