Palo Alto Wealth Advisors, LLC Spdr Ser Tr Msci Usa Strategic Transaction History

Palo Alto Wealth Advisors, LLC

  • $256 Billion
  • Q1 2025

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Spdr Ser Tr Msci Usa Strategic stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 2,750 shares of QUS stock, worth $448,470. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,750
Previous 3,100 11.29%
Holding current value
$448,470
Previous $480 Million 9.46%
% of portfolio
0.17%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$152.57 - $163.66 $53,399 - $57,281
-350 Reduced 11.29%
2,750 $435 Million
Q4 2024

Feb 14, 2025
BUY
$154.42 - $163.91 $8,493 - $9,015
55 Added 1.81%
3,100 $480 Million
Q2 2024

Aug 13, 2024
BUY
$138.56 - $148.14 $2,771 - $2,962
20 Added 0.66%
3,045 $449 Million
Q1 2024

Apr 30, 2024
BUY
$131.2 - $145.63 $11,676 - $12,961
89 Added 3.03%
3,025 $441 Million
Q1 2023

Apr 18, 2023
SELL
$109.24 - $117.82 $52,216 - $56,317
-478 Reduced 14.0%
2,936 $340 Million
Q4 2022

Feb 07, 2023
BUY
$101.25 - $116.95 $345,667 - $399,267
3,414 New
3,414 $377 Million

Others Institutions Holding QUS

# of Institutions
185
Shares Held
7.46M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR MSCI USA STRATEGIC

QUS Quotes by TradingView
  • Ticker QUS
  • Sector ETFs
  • Industry ETFs
More about QUS
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