Valmark Advisers, Inc. Spdr Ser Tr Msci Usa Strategic Transaction History

Valmark Advisers, Inc.

$6.34 Billion
Q3 2024

A detailed history of Valmark Advisers, Inc. transactions in Spdr Ser Tr Msci Usa Strategic stock. As of the latest transaction made, Valmark Advisers, Inc. holds 1,340 shares of QUS stock, worth $205,891. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,340

Holding current value

$205,891

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 25, 2024	BUY	$144.27 - $157.55 $193,321 - $211,117	1,340 New	1,340 $211,000

Others Institutions Holding QUS

# of Institutions

167

Shares Held

7.02M

Call Options Held

Put Options Held

Colony Group LLC Boston, MA

1.44M
Shares

$222 Million
2.62% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

678K
Shares

$104 Million
20.36% of portfolio
Sfmg, LLC

508K
Shares

$78.1 Million
6.6% of portfolio
Envestnet Asset Management Inc

417K
Shares

$64.1 Million
0.02% of portfolio
Private Advisor Group, LLC

336K
Shares

$51.7 Million
0.34% of portfolio

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About SPDR SER TR MSCI USA STRATEGIC

Ticker QUS
Sector ETFs
Industry ETFs

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Valmark Advisers, Inc. Spdr Ser Tr Msci Usa Strategic Transaction History