Marotta Asset Management Spdr Ser Tr Msci Usa Strategic Transaction History
Marotta Asset Management
- $484 Million
- Q2 2024
A detailed history of Marotta Asset Management transactions in Spdr Ser Tr Msci Usa Strategic stock. As of the latest transaction made, Marotta Asset Management holds 58,222 shares of QUS stock, worth $8.91 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
58,222
Previous 59,783
2.61%
Holding current value
$8.91 Million
Previous $8.71 Million
1.4%
% of portfolio
1.77%
Previous 1.8%
Shares
18 transactions
Others Institutions Holding QUS
# of Institutions
168Shares Held
7.11MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$221 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX725KShares$111 Million21.08% of portfolio
-
Sfmg, LLC498KShares$76.2 Million6.44% of portfolio
-
Envestnet Asset Management Inc357KShares$54.6 Million0.02% of portfolio
-
Private Advisor Group, LLC317KShares$48.5 Million0.32% of portfolio