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 $573,863. This represents 0.58% of its overall portfolio holdings.
Number of Shares
3,337
Previous 3,075
8.52%
Holding current value
$573,863
Previous $447,000
10.07%
% of portfolio
0.58%
Previous 0.58%
Shares
3 transactions
Others Institutions Holding QUS
# of Institutions
205Shares Held
7.26MCall Options Held
1.9KPut Options Held
0-
Colony Group LLC Boston, MA1.44MShares$248 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX557KShares$95.8 Million15.62% of portfolio
-
Sfmg, LLC524KShares$90.1 Million6.4% of portfolio
-
Bank Of America Corp Charlotte, NC395KShares$67.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC310KShares$53.3 Million0.02% of portfolio