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Spdr Ser Tr msci usa qual shares owned by Montis Financial

Quarter-by-quarter ownership of Spdr Ser Tr msci usa qual (QUS) shares owned by Montis Financial from 13F filings

Historical chart of Montis Financial investment in Spdr Ser Tr msci usa qual

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All positions including Spdr Ser Tr msci usa qual held by Montis Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr msci usa qual by Montis Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $222k 1.4k 157.55
2024-06-30 $208k 1.4k 147.45
2024-03-31 $205k 1.4k 145.63

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View all positions for Montis Financial

Top funds holding Spdr Ser Tr msci usa qual

Colony
Tolleson Wealth Management
SFMG Wealth Advisors
Envestnet Asset Management
Private Advisor
LPL Financial
Morgan Stanley
Sage Mountain Advisors
Bank of America Corporation
Perennial Investment Advisors
Garrett Wealth Advisory Group
Raymond James & Associates
Wealth Enhancement Advisory Services
Royal Bank of Canada
Great Point Wealth Advisors

View all funds holding Spdr Ser Tr msci usa qual