Collaborative Wealth Managment Inc. Spdr Ser Tr Msci Usa Strategic Transaction History
Collaborative Wealth Managment Inc.
- $214 Million
- Q4 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Spdr Ser Tr Msci Usa Strategic stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 2,605 shares of QUS stock, worth $423,338. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,605
Previous 2,657
1.96%
Holding current value
$423,338
Previous $418,000
3.59%
% of portfolio
0.19%
Previous 0.19%
Shares
13 transactions
Others Institutions Holding QUS
# of Institutions
179Shares Held
7.52MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$235 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX608KShares$98.8 Million19.31% of portfolio
-
Sfmg, LLC515KShares$83.6 Million6.41% of portfolio
-
Envestnet Asset Management Inc384KShares$62.4 Million0.02% of portfolio
-
Private Advisor Group, LLC329KShares$53.5 Million0.29% of portfolio