Valtinson Bruner Financial Planning LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Valtinson Bruner Financial Planning LLC
- $231 Million
- Q3 2024
A detailed history of Valtinson Bruner Financial Planning LLC transactions in Spdr Ser Tr Msci Usa Strategic stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 3,446 shares of QUS stock, worth $536,886. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,446
Previous 3,446
-0.0%
Holding current value
$536,886
Previous $508,000
6.69%
% of portfolio
0.23%
Previous 0.27%
Shares
7 transactions
Others Institutions Holding QUS
# of Institutions
167Shares Held
7.05MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$225 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX678KShares$106 Million20.36% of portfolio
-
Sfmg, LLC508KShares$79.2 Million6.6% of portfolio
-
Envestnet Asset Management Inc417KShares$64.9 Million0.02% of portfolio
-
Private Advisor Group, LLC336KShares$52.4 Million0.34% of portfolio