Mount Yale Investment Advisors, LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Mount Yale Investment Advisors, LLC
- $1.21 Billion
- Q2 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Spdr Ser Tr Msci Usa Strategic stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 238,262 shares of QUS stock, worth $39 Million. This represents 3.21% of its overall portfolio holdings.
Number of Shares
238,262
Previous 240,689
1.01%
Holding current value
$39 Million
Previous $37.4 Million
4.0%
% of portfolio
3.21%
Previous 3.35%
Shares
5 transactions
Others Institutions Holding QUS
# of Institutions
188Shares Held
8.13MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$236 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX568KShares$93.1 Million15.85% of portfolio
-
Sfmg, LLC519KShares$85 Million6.51% of portfolio
-
Private Advisor Group, LLC411KShares$67.3 Million0.38% of portfolio
-
Bank Of America Corp Charlotte, NC395KShares$64.6 Million0.0% of portfolio