Wealth Plan Partners, LLC Msci Eafe Value ETF Transaction History
Wealth Plan Partners, LLC
- $931 Billion
- Q2 2024
A detailed history of Wealth Plan Partners, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 15,476 shares of EFV stock, worth $872,846. This represents 0.09% of its overall portfolio holdings.
Number of Shares
15,476
Previous 24,786
37.56%
Holding current value
$872,846
Previous $1.35 Billion
39.12%
% of portfolio
0.09%
Previous 0.14%
Shares
17 transactions
Others Institutions Holding EFV
# of Institutions
960Shares Held
223MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$1.42 Billion0.47% of portfolio
-
Jones Financial Companies Lllp14.3MShares$807 Million0.88% of portfolio
-
Us Bancorp \De\11.8MShares$664 Million0.86% of portfolio
-
Jpmorgan Chase & CO New York, NY9.14MShares$516 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.98MShares$450 Million0.03% of portfolio