Tolleson Wealth Management, Inc. Spdr Ser Tr Msci Usa Strategic Transaction History
Tolleson Wealth Management, Inc.
- $507 Million
- Q2 2024
A detailed history of Tolleson Wealth Management, Inc. transactions in Spdr Ser Tr Msci Usa Strategic stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 724,903 shares of QUS stock, worth $113 Million. This represents 21.08% of its overall portfolio holdings.
Number of Shares
724,903
Previous 761,222
4.77%
Holding current value
$113 Million
Previous $111 Million
3.58%
% of portfolio
21.08%
Previous 21.69%
Shares
18 transactions
Others Institutions Holding QUS
# of Institutions
166Shares Held
7.02MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$225 Million2.62% of portfolio
-
Sfmg, LLC498KShares$77.7 Million6.44% of portfolio
-
Envestnet Asset Management Inc357KShares$55.6 Million0.02% of portfolio
-
Private Advisor Group, LLC336KShares$52.4 Million0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC274KShares$42.8 Million0.02% of portfolio