Win Advisors, Inc Spdr Ser Tr Msci Usa Strategic Transaction History
Win Advisors, Inc
- $201 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding QUS
# of Institutions
181Shares Held
7.49MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$215 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX608KShares$90.4 Million19.31% of portfolio
-
Sfmg, LLC515KShares$76.5 Million6.41% of portfolio
-
Envestnet Asset Management Inc384KShares$57.1 Million0.02% of portfolio
-
Private Advisor Group, LLC329KShares$49 Million0.29% of portfolio