Sharkey, Howes & Javer Spdr Ser Tr Msci Usa Strategic Transaction History
Sharkey, Howes & Javer
- $676 Million
- Q4 2024
A detailed history of Sharkey, Howes & Javer transactions in Spdr Ser Tr Msci Usa Strategic stock. As of the latest transaction made, Sharkey, Howes & Javer holds 44,539 shares of QUS stock, worth $7.04 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
44,539
Previous 39,016
14.16%
Holding current value
$7.04 Million
Previous $6.15 Million
12.2%
% of portfolio
1.02%
Previous 0.92%
Shares
2 transactions
Others Institutions Holding QUS
# of Institutions
179Shares Held
7.51MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$228 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX608KShares$96.2 Million19.31% of portfolio
-
Sfmg, LLC515KShares$81.4 Million6.41% of portfolio
-
Envestnet Asset Management Inc384KShares$60.7 Million0.02% of portfolio
-
Private Advisor Group, LLC329KShares$52.1 Million0.29% of portfolio