Bouvel Investment Partners, LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Bouvel Investment Partners, LLC
- $239 Million
- Q2 2024
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 37,051 shares of QUS stock, worth $5.81 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
37,051
Previous 36,649
1.1%
Holding current value
$5.81 Million
Previous $5.34 Million
2.36%
% of portfolio
2.28%
Previous 2.37%
Shares
2 transactions
Others Institutions Holding QUS
# of Institutions
168Shares Held
7.11MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$227 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX725KShares$114 Million21.08% of portfolio
-
Sfmg, LLC498KShares$78.1 Million6.44% of portfolio
-
Envestnet Asset Management Inc357KShares$56 Million0.02% of portfolio
-
Private Advisor Group, LLC317KShares$49.7 Million0.32% of portfolio