True Wealth Design, LLC Spdr Ser Tr Msci Usa Strategic Transaction History
True Wealth Design, LLC
- $405 Billion
- Q2 2024
A detailed history of True Wealth Design, LLC transactions in Spdr Ser Tr Msci Usa Strategic stock. As of the latest transaction made, True Wealth Design, LLC holds 3,537 shares of QUS stock, worth $551,559. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,537
Previous 3,601
1.78%
Holding current value
$551,559
Previous $524 Million
0.55%
% of portfolio
0.13%
Previous 0.13%
Shares
4 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
-
Tolleson Wealth Management, Inc. Dallas, TX725KShares$113 Million21.08% 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