Palo Alto Wealth Advisors, LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Palo Alto Wealth Advisors, LLC
- $285 Billion
- Q4 2024
A detailed history of Palo Alto Wealth Advisors, LLC transactions in Spdr Ser Tr Msci Usa Strategic stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 3,100 shares of QUS stock, worth $498,262. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,100
Previous 3,045
1.81%
Holding current value
$498,262
Previous $486 Million
1.15%
% of portfolio
0.17%
Previous 0.2%
Shares
5 transactions
Others Institutions Holding QUS
# of Institutions
178Shares Held
7.5MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$232 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX608KShares$97.7 Million19.31% of portfolio
-
Sfmg, LLC515KShares$82.7 Million6.41% of portfolio
-
Envestnet Asset Management Inc384KShares$61.7 Million0.02% of portfolio
-
Private Advisor Group, LLC329KShares$53 Million0.29% of portfolio