Bouvel Investment Partners, LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Bouvel Investment Partners, LLC
- $227 Million
- Q1 2025
A detailed history of Bouvel Investment Partners, LLC transactions in Spdr Ser Tr Msci Usa Strategic stock. As of the latest transaction made, Bouvel Investment Partners, LLC holds 37,019 shares of QUS stock, worth $6.04 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
37,019
Previous 36,543
1.3%
Holding current value
$6.04 Million
Previous $5.66 Million
1.56%
% of portfolio
2.53%
Previous 2.23%
Shares
5 transactions
Others Institutions Holding QUS
# of Institutions
183Shares Held
7.49MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$236 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX585KShares$95.3 Million17.67% of portfolio
-
Sfmg, LLC517KShares$84.4 Million6.53% of portfolio
-
Private Advisor Group, LLC405KShares$66.1 Million0.4% of portfolio
-
Envestnet Asset Management Inc339KShares$55.2 Million0.02% of portfolio