Bouvel Investment Partners, LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Bouvel Investment Partners, LLC
- $254 Million
- Q4 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 36,543 shares of QUS stock, worth $5.74 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
36,543
Previous 37,019
1.29%
Holding current value
$5.74 Million
Previous $5.83 Million
2.98%
% of portfolio
2.23%
Previous 2.39%
Shares
4 transactions
Others Institutions Holding QUS
# of Institutions
167Shares Held
7.06MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$227 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX678KShares$107 Million20.36% of portfolio
-
Sfmg, LLC508KShares$79.8 Million6.6% of portfolio
-
Envestnet Asset Management Inc417KShares$65.5 Million0.02% of portfolio
-
Private Advisor Group, LLC336KShares$52.8 Million0.34% of portfolio