Meredith Wealth Planning Ea Ser Tr Alpha Architect Intl Transaction History
Meredith Wealth Planning
- $210 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding IVAL
# of Institutions
41Shares Held
3.84MCall Options Held
0Put Options Held
0-
Revolve Wealth Partners, LLC1.25MShares$30.4 Million3.31% of portfolio
-
Empirical Finance, LLC549KShares$13.3 Million0.78% of portfolio
-
Ea Series Trust Havertown, PA460KShares$11.2 Million0.39% of portfolio
-
Ethos Financial Group, LLC King Of Prussia, PA301KShares$7.29 Million1.47% of portfolio
-
Valley Financial Group, Inc. Ambler, PA203KShares$4.91 Million3.65% of portfolio