Tolleson Wealth Management, Inc. QUS Holdings History
Tolleson Wealth Management, Inc.'s SPDR MSCI USA StrategicFactors SM ETF Holding Summary
As of 2025-03-31, Tolleson Wealth Management, Inc. held 584,558.00 shares of SPDR MSCI USA StrategicFactors SM ETF(QUS), totaling $91.60 Mil. This investment constitutes 17.67% of their stock portfolio, and Tolleson Wealth Management, Inc. now holds 6.21% of the outstanding SPDR MSCI USA StrategicFactors SM ETF(QUS) stock.
The initial trade took place in 2021Q2. And since then Tolleson Wealth Management, Inc. has made 4 purchases of QUS, at an average price of $115.89, for a total of 1.12 Mil shares. In addition, there have been 12 sales at an average price of $130.13 for 533,655.00 shares. Based on historical transaction data and QUS's current price of $163.06, Tolleson Wealth Management, Inc.'s estimated gain on his QUS holdings is $35.17 Mil, reflecting a 27.14% gain to date.
Tolleson Wealth Management, Inc. QUS ($163.06) Holding Chart
Tolleson Wealth Management, Inc. QUS ($163.06) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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