Journey Strategic Wealth LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Journey Strategic Wealth LLC
- $2.71 Billion
- Q3 2024
A detailed history of Journey Strategic Wealth LLC transactions in Spdr Ser Tr Msci Usa Strategic stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 2,522 shares of QUS stock, worth $402,485. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,522
Previous 2,063
22.25%
Holding current value
$402,485
Previous $304,000
30.59%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding QUS
# of Institutions
165Shares Held
7.02MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$231 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX678KShares$108 Million20.36% of portfolio
-
Sfmg, LLC498KShares$79.5 Million6.44% of portfolio
-
Envestnet Asset Management Inc417KShares$66.5 Million0.02% of portfolio
-
Private Advisor Group, LLC336KShares$53.7 Million0.34% of portfolio