Walled Lake Planning & Wealth Management, LLC Ishares Msci Usa Equal Weighte Transaction History

Walled Lake Planning & Wealth Management, LLC

  • $245 Million
  • Q4 2024

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Ishares Msci Usa Equal Weighte stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 13,973 shares of EUSA stock, worth $1.39 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
13,973
Previous 15,620 10.54%
Holding current value
$1.39 Million
Previous $1.5 Million 10.9%
% of portfolio
0.54%
Previous 0.61%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
$94.66 - $102.14 $155,905 - $168,224
-1,647 Reduced 10.54%
13,973 $1.33 Million
Q3 2024

Nov 14, 2024
SELL
$86.85 - $95.74 $52,457 - $57,826
-604 Reduced 3.72%
15,620 $1.5 Million
Q2 2024

Aug 12, 2024
SELL
$85.34 - $90.41 $9 Million - $9.54 Million
-105,494 Reduced 86.67%
16,224 $1.43 Million
Q1 2024

May 13, 2024
BUY
$82.14 - $90.99 $652,684 - $723,006
7,946 Added 6.98%
121,718 $11.1 Million
Q4 2023

Feb 13, 2024
BUY
$70.68 - $84.86 $354,177 - $425,233
5,011 Added 4.61%
113,772 $9.61 Million
Q3 2023

Nov 14, 2023
BUY
$74.6 - $82.03 $218,503 - $240,265
2,929 Added 2.77%
108,761 $8.18 Million
Q2 2023

Aug 11, 2023
BUY
$73.02 - $78.8 $2.92 Million - $3.15 Million
40,016 Added 60.8%
105,832 $8.34 Million
Q1 2023

May 12, 2023
SELL
$71.79 - $81.04 $56,067 - $63,292
-781 Reduced 1.17%
65,816 $4.97 Million
Q4 2022

Feb 13, 2023
BUY
$66.8 - $77.45 $4.45 Million - $5.16 Million
66,597 New
66,597 $4.86 Million

Others Institutions Holding EUSA

# of Institutions
118
Shares Held
6.09M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI USA EQUAL WEIGHTE

EUSA Quotes by TradingView
  • Ticker EUSA
  • Sector ETFs
  • Industry ETFs
More about EUSA
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