Epic Trust Investment Advisors, LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Epic Trust Investment Advisors, LLC
- $84.7 Million
- Q2 2024
A detailed history of Epic Trust Investment Advisors, LLC transactions in Spdr Ser Tr Msci Usa Strategic stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 3,337 shares of QUS stock, worth $540,327. This represents 0.58% of its overall portfolio holdings.
Number of Shares
3,337
Previous 3,075
8.52%
Holding current value
$540,327
Previous $447,000
10.07%
% of portfolio
0.58%
Previous 0.58%
Shares
3 transactions
Others Institutions Holding QUS
# of Institutions
165Shares Held
7.02MCall 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, LLC498KShares$80.6 Million6.44% of portfolio
-
Envestnet Asset Management Inc417KShares$67.5 Million0.02% of portfolio
-
Private Advisor Group, LLC336KShares$54.4 Million0.34% of portfolio