Mark Sheptoff Financial Planning, LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Mark Sheptoff Financial Planning, LLC
- $182 Million
- Q4 2024
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Spdr Ser Tr Msci Usa Strategic stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 30 shares of QUS stock, worth $4,577. This represents 0.0% of its overall portfolio holdings.
Number of Shares
30
Previous 30
-0.0%
Holding current value
$4,577
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding QUS
# of Institutions
179Shares Held
7.5MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$220 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX608KShares$92.8 Million19.31% of portfolio
-
Sfmg, LLC515KShares$78.5 Million6.41% of portfolio
-
Envestnet Asset Management Inc384KShares$58.6 Million0.02% of portfolio
-
Private Advisor Group, LLC329KShares$50.3 Million0.29% of portfolio