Garrett Wealth Advisory Group, LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Garrett Wealth Advisory Group, LLC
- $244 Million
- Q1 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 152,956 shares of QUS stock, worth $22.8 Million. This represents 9.12% of its overall portfolio holdings.
Number of Shares
152,956
Previous 152,370
0.38%
Holding current value
$22.8 Million
Previous $20.1 Million
10.65%
% of portfolio
9.12%
Previous 8.39%
Shares
16 transactions
Others Institutions Holding QUS
# of Institutions
165Shares Held
7.19MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$215 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX761KShares$113 Million21.69% of portfolio
-
Sfmg, LLC502KShares$74.7 Million6.35% of portfolio
-
Envestnet Asset Management Inc391KShares$58.1 Million0.02% of portfolio
-
Private Advisor Group, LLC318KShares$47.3 Million0.33% of portfolio