A detailed history of Oak Harbor Wealth Partners, LLC transactions in Ishares Msci Usa Equal Weighte stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 2,306 shares of EUSA stock, worth $228,086. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,306
Previous 2,306 -0.0%
Holding current value
$228,086
Previous $203,000 8.37%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

SELL
$85.34 - $90.41 $44,718 - $47,374
-524 Reduced 18.52%
2,306 $203,000
Q1 2023

Apr 24, 2023

SELL
$71.79 - $81.04 $88,445 - $99,841
-1,232 Reduced 30.33%
2,830 $213,000
Q2 2022

Jul 25, 2022

BUY
$68.09 - $85.56 $68,090 - $85,560
1,000 Added 32.66%
4,062 $287,000
Q1 2022

May 11, 2022

SELL
$78.76 - $89.74 $33,315 - $37,960
-423 Reduced 12.14%
3,062 $260,000
Q4 2021

Feb 17, 2022

BUY
$83.75 - $90.84 $291,868 - $316,577
3,485 New
3,485 $312,000

Others Institutions Holding EUSA

About ISHARES MSCI USA EQUAL WEIGHTE


  • Ticker EUSA
  • Sector ETFs
  • Industry ETFs
More about EUSA
Track This Portfolio

Track Oak Harbor Wealth Partners, LLC Portfolio

Follow Oak Harbor Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oak Harbor Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Harbor Wealth Partners, LLC with notifications on news.