Elevation Capital Advisory, LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Elevation Capital Advisory, LLC
- $233 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding QUS
# of Institutions
177Shares Held
7.5MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$235 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX678KShares$111 Million20.36% of portfolio
-
Sfmg, LLC515KShares$83.9 Million6.41% of portfolio
-
Envestnet Asset Management Inc384KShares$62.6 Million0.02% of portfolio
-
Private Advisor Group, LLC329KShares$53.7 Million0.29% of portfolio