Golden State Equity Partners Spdr Ser Tr Msci Usa Strategic Transaction History
Golden State Equity Partners
- $510 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding QUS
# of Institutions
179Shares Held
7.5MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$223 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX608KShares$93.7 Million19.31% of portfolio
-
Sfmg, LLC515KShares$79.3 Million6.41% of portfolio
-
Envestnet Asset Management Inc384KShares$59.2 Million0.02% of portfolio
-
Private Advisor Group, LLC329KShares$50.8 Million0.29% of portfolio