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 $1.54 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
16,224
Previous 121,718 86.67%
Holding current value
$1.54 Million
Previous $11.1 Million 87.08%
% of portfolio
0.63%
Previous 4.9%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
102
Shares Held
4.21M
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
Track This Portfolio

Track Walled Lake Planning & Wealth Management, LLC Portfolio

Follow Walled Lake Planning & Wealth Management, 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 Walled Lake Planning & Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walled Lake Planning & Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email