Coastal Investment Advisors, Inc. Spdr Ser Tr Msci Usa Strategic Transaction History
Coastal Investment Advisors, Inc.
- $212 Million
- Q1 2025
Shares
10 transactions
Others Institutions Holding QUS
# of Institutions
183Shares Held
7.51MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$227 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX585KShares$91.7 Million17.67% of portfolio
-
Sfmg, LLC517KShares$81.1 Million6.53% of portfolio
-
Private Advisor Group, LLC405KShares$63.6 Million0.4% of portfolio
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Envestnet Asset Management Inc339KShares$53.1 Million0.02% of portfolio