Coastal Investment Advisors, Inc. Spdr Ser Tr Msci Usa Strategic Transaction History
Coastal Investment Advisors, Inc.
- $234 Million
- Q4 2024
Shares
10 transactions
Others Institutions Holding QUS
# of Institutions
179Shares Held
7.51MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$225 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX608KShares$94.7 Million19.31% of portfolio
-
Sfmg, LLC515KShares$80.1 Million6.41% of portfolio
-
Envestnet Asset Management Inc384KShares$59.8 Million0.02% of portfolio
-
Private Advisor Group, LLC329KShares$51.3 Million0.29% of portfolio