Mbe Wealth Management, LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Mbe Wealth Management, LLC
- $190 Million
- Q1 2025
Shares
5 transactions
Others Institutions Holding QUS
# of Institutions
181Shares Held
7.41MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$220 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX608KShares$92.7 Million19.31% of portfolio
-
Sfmg, LLC515KShares$78.5 Million6.41% of portfolio
-
Envestnet Asset Management Inc384KShares$58.5 Million0.02% of portfolio
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Private Advisor Group, LLC329KShares$50.2 Million0.29% of portfolio