Resource Planning Group Spdr Ser Tr Msci Usa Strategic Transaction History
Resource Planning Group
- $158 Million
- Q4 2023
A detailed history of Resource Planning Group transactions in Spdr Ser Tr Msci Usa Strategic stock. As of the latest transaction made, Resource Planning Group holds 36,258 shares of QUS stock, worth $5.92 Million. This represents 3.03% of its overall portfolio holdings.
Number of Shares
36,258
Previous 49,452
26.68%
Holding current value
$5.92 Million
Previous $5.97 Million
19.73%
% of portfolio
3.03%
Previous 5.02%
Shares
10 transactions
Others Institutions Holding QUS
# of Institutions
166Shares Held
7.03MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$236 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX678KShares$111 Million20.36% of portfolio
-
Sfmg, LLC508KShares$83.1 Million6.6% of portfolio
-
Envestnet Asset Management Inc417KShares$68.1 Million0.02% of portfolio
-
Private Advisor Group, LLC336KShares$54.9 Million0.34% of portfolio