Kathleen S. Wright Associates Inc. Ea Ser Tr Alpha Architect U S Transaction History
Kathleen S. Wright Associates Inc.
- $242 Million
- Q4 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Ea Ser Tr Alpha Architect U S stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 114,444 shares of QVAL stock, worth $5.2 Million. This represents 2.11% of its overall portfolio holdings.
Number of Shares
114,444
Previous 113,439
0.89%
Holding current value
$5.2 Million
Previous $5.23 Million
2.41%
% of portfolio
2.11%
Previous 2.13%
Shares
13 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