Ep Wealth Advisors, LLC Spdr Ser Tr Msci Usa Strategic Transaction History

Ep Wealth Advisors, LLC

$12 Billion
Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Ser Tr Msci Usa Strategic stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,178 shares of QUS stock, worth $660,458. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,178

Holding current value

$660,458

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 15, 2025	BUY	$152.57 - $163.66 $637,437 - $683,771	4,178 New	4,178 $654,000

Others Institutions Holding QUS

# of Institutions

183

Shares Held

7.51M

Call Options Held

Put Options Held

Colony Group LLC Boston, MA

1.44M
Shares

$228 Million
2.62% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

585K
Shares

$92.4 Million
17.67% of portfolio
Sfmg, LLC

517K
Shares

$81.8 Million
6.53% of portfolio
Private Advisor Group, LLC

405K
Shares

$64.1 Million
0.4% of portfolio
Envestnet Asset Management Inc

339K
Shares

$53.5 Million
0.02% of portfolio

View Full List

About SPDR SER TR MSCI USA STRATEGIC

Ticker QUS
Sector ETFs
Industry ETFs

More about QUS

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Ep Wealth Advisors, LLC Spdr Ser Tr Msci Usa Strategic Transaction History