Montis Financial, LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Montis Financial, LLC
- $218 Million
- Q2 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 $221,029. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,409
Previous 1,409
-0.0%
Holding current value
$221,029
Previous $205,000
0.98%
% of portfolio
0.1%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding QUS
# of Institutions
168Shares Held
7.11MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$227 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX725KShares$114 Million21.08% of portfolio
-
Sfmg, LLC498KShares$78.1 Million6.44% of portfolio
-
Envestnet Asset Management Inc357KShares$56 Million0.02% of portfolio
-
Private Advisor Group, LLC317KShares$49.7 Million0.32% of portfolio