Montis Financial, LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Montis Financial, LLC
- $280 Million
- Q3 2024
A detailed history of Montis Financial, LLC transactions in Spdr Ser Tr Msci Usa Strategic stock. As of the latest transaction made, Montis Financial, LLC holds 1,409 shares of QUS stock, worth $226,665. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,409
Previous 1,409
-0.0%
Holding current value
$226,665
Previous $207,000
6.76%
% of portfolio
0.08%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding QUS
# of Institutions
167Shares Held
7.34MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$232 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX678KShares$109 Million20.36% of portfolio
-
Sfmg, LLC508KShares$81.8 Million6.6% of portfolio
-
Envestnet Asset Management Inc417KShares$67.1 Million0.02% of portfolio
-
Private Advisor Group, LLC336KShares$54.1 Million0.34% of portfolio