Worth Financial Advisory Group, LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Worth Financial Advisory Group, LLC
- $162 Billion
- Q4 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Spdr Ser Tr Msci Usa Strategic stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 1,968 shares of QUS stock, worth $308,562. This represents 0.19% of its overall portfolio holdings.
Number of Shares
1,968
Previous 1,968
-0.0%
Holding current value
$308,562
Previous $310 Million
1.71%
% of portfolio
0.19%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding QUS
# of Institutions
179Shares Held
7.51MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$226 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX608KShares$95.3 Million19.31% of portfolio
-
Sfmg, LLC515KShares$80.7 Million6.41% of portfolio
-
Envestnet Asset Management Inc384KShares$60.2 Million0.02% of portfolio
-
Private Advisor Group, LLC329KShares$51.7 Million0.29% of portfolio