Eagle Ridge Investment Management Spdr Ser Tr Msci Usa Strategic Transaction History
Eagle Ridge Investment Management
- $1.08 Billion
- Q2 2024
Shares
5 transactions
Others Institutions Holding QUS
# of Institutions
168Shares Held
7.11MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$224 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX725KShares$113 Million21.08% of portfolio
-
Sfmg, LLC498KShares$77.4 Million6.44% of portfolio
-
Envestnet Asset Management Inc357KShares$55.4 Million0.02% of portfolio
-
Private Advisor Group, LLC317KShares$49.3 Million0.32% of portfolio