Gradient Investments LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Gradient Investments LLC
- $3.79 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding QUS
# of Institutions
168Shares Held
7.12MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$234 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX725KShares$118 Million21.08% of portfolio
-
Sfmg, LLC498KShares$80.8 Million6.44% of portfolio
-
Envestnet Asset Management Inc417KShares$67.6 Million0.02% of portfolio
-
Private Advisor Group, LLC336KShares$54.5 Million0.34% of portfolio