Mark Sheptoff Financial Planning, LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Mark Sheptoff Financial Planning, LLC
- $177 Million
- Q1 2025
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 $4,892. This represents 0.0% of its overall portfolio holdings.
Number of Shares
30
Previous 30
-0.0%
Holding current value
$4,892
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding QUS
# of Institutions
183Shares Held
7.51MCall 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