Mark Sheptoff Financial Planning, LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Mark Sheptoff Financial Planning, LLC
- $186 Million
- Q3 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 $4,637. This represents 0.0% of its overall portfolio holdings.
Number of Shares
30Holding current value
$4,637% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding QUS
# of Institutions
166Shares Held
7.03MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$223 Million2.62% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX678KShares$105 Million20.36% of portfolio
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Sfmg, LLC508KShares$78.6 Million6.6% of portfolio
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Envestnet Asset Management Inc417KShares$64.4 Million0.02% of portfolio
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Private Advisor Group, LLC336KShares$52 Million0.34% of portfolio