Eagle Ridge Investment Management Spdr Ser Tr Msci Usa Strategic Transaction History
Eagle Ridge Investment Management
- $1.13 Billion
- Q4 2024
Shares
5 transactions
Others Institutions Holding QUS
# of Institutions
166Shares Held
7.35MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$234 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX678KShares$110 Million20.36% of portfolio
-
Sfmg, LLC508KShares$82.4 Million6.6% of portfolio
-
Envestnet Asset Management Inc417KShares$67.5 Million0.02% of portfolio
-
Private Advisor Group, LLC329KShares$53.4 Million0.29% of portfolio