Institutional shares held 258 Million
1.5M calls
0 puts
Total value of holdings $14B
$81.7M calls
$0 puts
# of Institutions 949

Latest Institutional Activity in EFV

Top Purchases

Q2 2024
Symmetry Partners, LLC Shares Held: 1.1M ($59.7M)
Q2 2024
Org Partners LLC Shares Held: 150K ($8.18M)
Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 644K ($35M)
Q2 2024
All Season Financial Advisors, Inc. Shares Held: 44.7K ($2.43M)
Q2 2024
Sagace Wealth Management LLC Shares Held: 31.2K ($1.69M)

Top Sells

Q2 2024
Cwm, LLC Shares Held: 3.04M ($165M)
Q2 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 5.41M ($294M)
Q2 2024
Park Avenue Securities LLC Shares Held: 2.84M ($154M)
Q2 2024
Jb Capital LLC Shares Held: 592K ($32.2M)
Q2 2024
Sharkey, Howes & Javer Shares Held: 209K ($11.4M)

About EFV

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