Collaborative Wealth Managment Inc. Spdr Ser Tr Msci Usa Strategic Transaction History
Collaborative Wealth Managment Inc.
- $207 Million
- Q1 2025
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 1,810 shares of QUS stock, worth $288,061. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,810
Previous 2,605
30.52%
Holding current value
$288,061
Previous $403,000
29.78%
% of portfolio
0.14%
Previous 0.19%
Shares
14 transactions
Others Institutions Holding QUS
# of Institutions
183Shares Held
7.51MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$230 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX585KShares$93 Million17.67% of portfolio
-
Sfmg, LLC517KShares$82.3 Million6.53% of portfolio
-
Private Advisor Group, LLC405KShares$64.5 Million0.4% of portfolio
-
Envestnet Asset Management Inc339KShares$53.9 Million0.02% of portfolio