Kathleen S. Wright Associates Inc. Ishares Msci Usa Equal Weighte Transaction History
Kathleen S. Wright Associates Inc.
- $256 Million
- Q3 2025
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 2,000 shares of EUSA stock, worth $205,460. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,000
Previous 2,000
-0.0%
Holding current value
$205,460
Previous $198,000
3.54%
% of portfolio
0.08%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding EUSA
# of Institutions
150Shares Held
9MCall Options Held
0Put Options Held
0-
Stifel Financial Corp St. Louis, MO967KShares$99.3 Million0.1% of portfolio
-
Schroder Investment Management Group London, X0822KShares$84.4 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC540KShares$55.5 Million0.0% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN416KShares$42.7 Million0.89% of portfolio
-
Gen Trust, LLC411KShares$42.3 Million1.96% of portfolio