9258 Wealth Management, LLC Ea Ser Tr Alpha Architect U S Transaction History
9258 Wealth Management, LLC
- $664 Million
- Q3 2024
A detailed history of 9258 Wealth Management, LLC transactions in Ea Ser Tr Alpha Architect U S stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 9,700 shares of QVAL stock, worth $440,865. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,700
Previous 9,700
-0.0%
Holding current value
$440,865
Previous $415,000
7.71%
% of portfolio
0.07%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding QVAL
# of Institutions
68Shares Held
5.57MCall Options Held
0Put Options Held
0-
Strid Group, LLC1.38MShares$62.7 Million9.7% of portfolio
-
Empirical Finance, LLC546KShares$24.8 Million1.44% of portfolio
-
Menlo Advisors LLC251KShares$11.4 Million5.72% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL212KShares$9.62 Million0.18% of portfolio
-
Ethos Financial Group, LLC King Of Prussia, PA203KShares$9.24 Million1.37% of portfolio