Tolleson Wealth Management, Inc. Spdr Ser Tr Msci Usa Strategic Transaction History
Tolleson Wealth Management, Inc.
- $585 Million
- Q2 2025
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 568,476 shares of QUS stock, worth $93.1 Million. This represents 15.85% of its overall portfolio holdings.
Number of Shares
568,476
Previous 584,558
2.75%
Holding current value
$93.1 Million
Previous $91.6 Million
1.22%
% of portfolio
15.85%
Previous 17.67%
Shares
22 transactions
Others Institutions Holding QUS
# of Institutions
189Shares Held
8.12MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$236 Million2.62% of portfolio
-
Sfmg, LLC519KShares$85 Million6.51% of portfolio
-
Private Advisor Group, LLC411KShares$67.3 Million0.38% of portfolio
-
Bank Of America Corp Charlotte, NC395KShares$64.6 Million0.0% of portfolio
-
Envestnet Asset Management Inc376KShares$61.6 Million0.02% of portfolio