Kathleen S. Wright Associates Inc. Ishares Msci Usa Equal Weighte Transaction History
Kathleen S. Wright Associates Inc.
- $246 Million
- Q3 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Ishares Msci Usa Equal Weighte stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 2,580 shares of EUSA stock, worth $261,199. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,580
Previous 2,580
-0.0%
Holding current value
$261,199
Previous $227,000
8.81%
% of portfolio
0.1%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding EUSA
# of Institutions
101Shares Held
4.92MCall Options Held
0Put Options Held
0-
Stifel Financial Corp St. Louis, MO819KShares$82.9 Million0.08% of portfolio
-
Schroder Investment Management Group London, X0535KShares$54.2 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC490KShares$49.6 Million0.0% of portfolio
-
Envestnet Asset Management Inc357KShares$36.1 Million0.01% of portfolio
-
Arkadios Wealth Advisors327KShares$33.1 Million1.91% of portfolio