Mount Yale Investment Advisors, LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Mount Yale Investment Advisors, LLC
- $1.03 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding QUS
# of Institutions
166Shares Held
7.02MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$225 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX725KShares$113 Million21.08% of portfolio
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Sfmg, LLC498KShares$77.7 Million6.44% of portfolio
-
Envestnet Asset Management Inc357KShares$55.6 Million0.02% of portfolio
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Private Advisor Group, LLC336KShares$52.4 Million0.34% of portfolio