Mount Yale Investment Advisors, LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Mount Yale Investment Advisors, LLC
- $1.2 Billion
- Q4 2024
A detailed history of Mount Yale Investment Advisors, LLC transactions in Spdr Ser Tr Msci Usa Strategic stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 240,752 shares of QUS stock, worth $38.7 Million. This represents 3.1% of its overall portfolio holdings.
Number of Shares
240,752Holding current value
$38.7 Million% of portfolio
3.1%Shares
3 transactions
Others Institutions Holding QUS
# of Institutions
167Shares Held
7.34MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$232 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX678KShares$109 Million20.36% of portfolio
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Sfmg, LLC508KShares$81.8 Million6.6% of portfolio
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Envestnet Asset Management Inc417KShares$67.1 Million0.02% of portfolio
-
Private Advisor Group, LLC329KShares$53 Million0.29% of portfolio