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 $427,285. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,700
Previous 9,700
-0.0%
Holding current value
$427,285
Previous $415,000
7.71%
% of portfolio
0.07%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding QVAL
# of Institutions
67Shares Held
5.71MCall Options Held
0Put Options Held
0-
Strid Group, LLC1.42MShares$62.6 Million9.53% of portfolio
-
Empirical Finance, LLC444KShares$19.6 Million1.17% of portfolio
-
Menlo Advisors LLC251KShares$11.1 Million5.1% of portfolio
-
Stokes Family Office, LLC241KShares$10.6 Million1.21% of portfolio
-
Cwm, LLC224KShares$9.89 Million0.04% of portfolio