9258 Wealth Management, LLC Ea Ser Tr Alpha Architect U S Transaction History
9258 Wealth Management, LLC
- $664 Million
- Q3 2024
A detailed history of 9258 Wealth Management, LLC transactions in Ea Ser Tr Alpha Architect U S stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 9,700 shares of QVAL stock, worth $453,378. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,700
Previous 9,700
-0.0%
Holding current value
$453,378
Previous $415,000
7.71%
% of portfolio
0.07%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding QVAL
# of Institutions
71Shares Held
6.21MCall Options Held
0Put Options Held
0-
Strid Group, LLC1.52MShares$71 Million9.31% of portfolio
-
Empirical Finance, LLC429KShares$20 Million0.98% of portfolio
-
Bwm Planning, LLC The Woodlands, TX285KShares$13.3 Million3.95% of portfolio
-
Natural Investments, LLC284KShares$13.3 Million1.92% of portfolio
-
Ethos Financial Group, LLC King Of Prussia, PA263KShares$12.3 Million1.11% of portfolio