Values Added Financial LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Values Added Financial LLC
- $128 Billion
- Q1 2024
A detailed history of Values Added Financial LLC transactions in Spdr Ser Tr Msci Usa Strategic stock. As of the latest transaction made, Values Added Financial LLC holds 1,634 shares of QUS stock, worth $243,269. This represents 0.19% of its overall portfolio holdings.
Number of Shares
1,634
Previous 1,634
-0.0%
Holding current value
$243,269
Previous $216 Million
10.23%
% of portfolio
0.19%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding QUS
# of Institutions
165Shares Held
7.19MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$215 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX761KShares$113 Million21.69% of portfolio
-
Sfmg, LLC502KShares$74.7 Million6.35% of portfolio
-
Envestnet Asset Management Inc391KShares$58.2 Million0.02% of portfolio
-
Private Advisor Group, LLC318KShares$47.3 Million0.33% of portfolio