Mount Yale Investment Advisors, LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Mount Yale Investment Advisors, LLC
- $1.03 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding QUS
# of Institutions
167Shares Held
6.99MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$228 Million2.62% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX725KShares$115 Million21.08% of portfolio
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Sfmg, LLC498KShares$78.7 Million6.44% of portfolio
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Envestnet Asset Management Inc357KShares$56.4 Million0.02% of portfolio
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Private Advisor Group, LLC336KShares$53.1 Million0.34% of portfolio