Walled Lake Planning & Wealth Management, LLC Ishares Msci Usa Equal Weighte Transaction History
Walled Lake Planning & Wealth Management, LLC
- $226 Million
- Q2 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 16,224 shares of EUSA stock, worth $1.49 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
16,224
Previous 121,718
86.67%
Holding current value
$1.49 Million
Previous $11.1 Million
87.08%
% of portfolio
0.63%
Previous 4.9%
Shares
7 transactions
Others Institutions Holding EUSA
# of Institutions
103Shares Held
4.32MCall Options Held
0Put Options Held
0-
Schroder Investment Management Group London, X0531KShares$48.7 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC529KShares$48.5 Million0.0% of portfolio
-
Envestnet Asset Management Inc357KShares$32.7 Million0.01% of portfolio
-
D.A. Davidson & Co.332KShares$30.5 Million0.26% of portfolio
-
Arkadios Wealth Advisors312KShares$28.6 Million1.97% of portfolio