Valley National Advisers Inc Spdr Ser Tr Msci Usa Strategic Transaction History
Valley National Advisers Inc
- $554 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding QUS
# of Institutions
168Shares Held
7.12MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$232 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX725KShares$117 Million21.08% of portfolio
-
Sfmg, LLC498KShares$80.1 Million6.44% of portfolio
-
Envestnet Asset Management Inc417KShares$67 Million0.02% of portfolio
-
Private Advisor Group, LLC336KShares$54.1 Million0.34% of portfolio