Sharkey, Howes & Javer Spdr Ser Tr Msci Usa Strategic Transaction History
Sharkey, Howes & Javer
- $678 Million
- Q2 2025
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 55,409 shares of QUS stock, worth $9.04 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
55,409
Previous 46,708
18.63%
Holding current value
$9.04 Million
Previous $7.32 Million
23.48%
% of portfolio
1.33%
Previous 1.12%
Shares
4 transactions
Others Institutions Holding QUS
# of Institutions
184Shares Held
7.46MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$236 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX585KShares$95.3 Million17.67% of portfolio
-
Sfmg, LLC517KShares$84.4 Million6.53% of portfolio
-
Private Advisor Group, LLC405KShares$66.1 Million0.4% of portfolio
-
Envestnet Asset Management Inc339KShares$55.2 Million0.02% of portfolio