Kathleen S. Wright Associates Inc. Ea Ser Tr Alpha Architect Intl Transaction History
Kathleen S. Wright Associates Inc.
- $221 Million
- Q2 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Ea Ser Tr Alpha Architect Intl stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 14,637 shares of IVAL stock, worth $358,606. This represents 0.16% of its overall portfolio holdings.
Number of Shares
14,637
Previous 14,419
1.51%
Holding current value
$358,606
Previous $389,000
6.43%
% of portfolio
0.16%
Previous 0.18%
Shares
11 transactions
Others Institutions Holding IVAL
# of Institutions
37Shares Held
3.65MCall Options Held
0Put Options Held
0-
Revolve Wealth Partners, LLC1.18MShares$29 Million5.09% of portfolio
-
Empirical Finance, LLC554KShares$13.6 Million0.87% of portfolio
-
Ea Series Trust Havertown, PA460KShares$11.3 Million0.39% of portfolio
-
Ethos Financial Group, LLC King Of Prussia, PA298KShares$7.31 Million1.31% of portfolio
-
Empowered Funds, LLC204KShares$4.99 Million0.09% of portfolio