Palo Alto Wealth Advisors, LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Palo Alto Wealth Advisors, LLC
- $242 Billion
- Q3 2024
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 3,045 shares of QUS stock, worth $474,045. This represents 0.2% of its overall portfolio holdings.
Number of Shares
3,045
Previous 3,045
-0.0%
Holding current value
$474,045
Previous $449 Million
8.17%
% of portfolio
0.2%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding QUS
# of Institutions
166Shares Held
7.03MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$225 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX678KShares$106 Million20.36% of portfolio
-
Sfmg, LLC508KShares$79.2 Million6.6% of portfolio
-
Envestnet Asset Management Inc417KShares$64.9 Million0.02% of portfolio
-
Private Advisor Group, LLC336KShares$52.3 Million0.34% of portfolio