Geo Wealth Management, LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Geo Wealth Management, LLC
- $2.33 Billion
- Q1 2025
A detailed history of Geo Wealth Management, LLC transactions in Spdr Ser Tr Msci Usa Strategic stock. As of the latest transaction made, Geo Wealth Management, LLC holds 7,340 shares of QUS stock, worth $1.2 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,340
Previous 7,494
2.05%
Holding current value
$1.2 Million
Previous $1.16 Million
0.86%
% of portfolio
0.05%
Previous 0.04%
Shares
16 transactions
Others Institutions Holding QUS
# of Institutions
184Shares Held
7.46MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$236 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX585KShares$95.3 Million17.67% of portfolio
-
Sfmg, LLC517KShares$84.4 Million6.53% of portfolio
-
Private Advisor Group, LLC405KShares$66.1 Million0.4% of portfolio
-
Envestnet Asset Management Inc339KShares$55.2 Million0.02% of portfolio