Balance Wealth, LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Balance Wealth, LLC
- $312 Billion
- Q4 2025
A detailed history of Balance Wealth, LLC transactions in Spdr Ser Tr Msci Usa Strategic stock. As of the latest transaction made, Balance Wealth, LLC holds 2,100 shares of QUS stock, worth $361,137. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,100Holding current value
$361,137% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding QUS
# of Institutions
203Shares Held
7.22MCall Options Held
1.9KPut Options Held
0-
Colony Group LLC Boston, MA1.44MShares$248 Million2.62% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX557KShares$95.8 Million15.62% of portfolio
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Sfmg, LLC524KShares$90.1 Million6.4% of portfolio
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Bank Of America Corp Charlotte, NC395KShares$67.9 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC310KShares$53.3 Million0.02% of portfolio