Ae Wealth Management LLC Ea Ser Tr Alpha Architect U S Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Ea Ser Tr Alpha Architect U S stock. As of the latest transaction made, Ae Wealth Management LLC holds 431 shares of QVAL stock, worth $19,713. This represents 0.0% of its overall portfolio holdings.

Number of Shares

431

Holding current value

$19,713

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$44.25 - $47.77 $19,071 - $20,588	431 New	431 $19,000

Others Institutions Holding QVAL

# of Institutions

Shares Held

5.72M

Call Options Held

Put Options Held

Strid Group, LLC

1.38M
Shares

$63.1 Million
9.7% of portfolio
Empirical Finance, LLC

546K
Shares

$25 Million
1.44% of portfolio
Menlo Advisors LLC

251K
Shares

$11.5 Million
5.72% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

218K
Shares

$9.97 Million
0.15% of portfolio
Ethos Financial Group, LLC King Of Prussia, PA

203K
Shares

$9.3 Million
1.37% of portfolio

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About EA SER TR ALPHA ARCHITECT U S

Ticker QVAL
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Ae Wealth Management LLC Ea Ser Tr Alpha Architect U S Transaction History