Worth Financial Advisory Group, LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Worth Financial Advisory Group, LLC
- $170 Billion
- Q3 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Spdr Ser Tr Msci Usa Strategic stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 1,968 shares of QUS stock, worth $309,940. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,968
Previous 2,200
10.55%
Holding current value
$309,940
Previous $324 Million
4.42%
% of portfolio
0.18%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding QUS
# of Institutions
167Shares Held
7.02MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$228 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX725KShares$114 Million21.08% of portfolio
-
Sfmg, LLC498KShares$78.4 Million6.44% of portfolio
-
Envestnet Asset Management Inc357KShares$56.2 Million0.02% of portfolio
-
Private Advisor Group, LLC336KShares$53 Million0.34% of portfolio