Garrett Wealth Advisory Group, LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Garrett Wealth Advisory Group, LLC
- $439 Million
- Q4 2024
A detailed history of Garrett Wealth Advisory Group, LLC transactions in Spdr Ser Tr Msci Usa Strategic stock. As of the latest transaction made, Garrett Wealth Advisory Group, LLC holds 171,138 shares of QUS stock, worth $27.7 Million. This represents 6.04% of its overall portfolio holdings.
Number of Shares
171,138
Previous 155,760
9.87%
Holding current value
$27.7 Million
Previous $24.5 Million
7.99%
% of portfolio
6.04%
Previous 6.07%
Shares
19 transactions
Others Institutions Holding QUS
# of Institutions
178Shares Held
7.5MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$234 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX608KShares$98.5 Million19.31% of portfolio
-
Sfmg, LLC515KShares$83.4 Million6.41% of portfolio
-
Envestnet Asset Management Inc384KShares$62.2 Million0.02% of portfolio
-
Private Advisor Group, LLC329KShares$53.4 Million0.29% of portfolio