Mark Sheptoff Financial Planning, LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Mark Sheptoff Financial Planning, LLC
- $197 Million
- Q3 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Spdr Ser Tr Msci Usa Strategic stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 30 shares of QUS stock, worth $5,159. This represents 0.0% of its overall portfolio holdings.
Number of Shares
30
Previous 30
-0.0%
Holding current value
$5,159
Previous $4,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding QUS
# of Institutions
204Shares Held
7.26MCall Options Held
1.9KPut Options Held
0-
Colony Group LLC Boston, MA1.44MShares$248 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX557KShares$95.8 Million15.62% of portfolio
-
Sfmg, LLC524KShares$90.1 Million6.4% of portfolio
-
Bank Of America Corp Charlotte, NC395KShares$67.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC310KShares$53.3 Million0.02% of portfolio