Wealthquest Corp Spdr Ser Tr Msci Usa Strategic Transaction History
Wealthquest Corp
- $781 Million
- Q1 2024
Shares
3 transactions
Others Institutions Holding QUS
# of Institutions
165Shares Held
7.2MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$213 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX761KShares$112 Million21.69% of portfolio
-
Sfmg, LLC502KShares$74 Million6.35% of portfolio
-
Envestnet Asset Management Inc391KShares$57.6 Million0.02% of portfolio
-
Private Advisor Group, LLC318KShares$46.9 Million0.33% of portfolio