Tolleson Wealth Management, Inc. Spdr Ser Tr Msci Usa Strategic Transaction History
Tolleson Wealth Management, Inc.
- $525 Million
- Q3 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 678,269 shares of QUS stock, worth $108 Million. This represents 20.36% of its overall portfolio holdings.
Number of Shares
678,269
Previous 724,903
6.43%
Holding current value
$108 Million
Previous $107 Million
0.02%
% of portfolio
20.36%
Previous 21.08%
Shares
19 transactions
Others Institutions Holding QUS
# of Institutions
165Shares Held
7.02MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$231 Million2.62% of portfolio
-
Sfmg, LLC498KShares$79.5 Million6.44% of portfolio
-
Envestnet Asset Management Inc417KShares$66.5 Million0.02% of portfolio
-
Private Advisor Group, LLC336KShares$53.7 Million0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC274KShares$43.6 Million0.02% of portfolio