Dynasty Wealth Management, LLC Msci Eafe Value ETF Transaction History

Dynasty Wealth Management, LLC

  • $5.8 Trillion
  • Q4 2024

A detailed history of Dynasty Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 1,312,367 shares of EFV stock, worth $74.5 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
1,312,367
Holding current value
$74.5 Million
% of portfolio
1.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$51.78 - $57.15 $68 Million - $75 Million
1,312,367 New
1,312,367 $68.9 Billion
Q2 2024

Aug 12, 2024
BUY
$52.34 - $56.41 $1.75 Million - $1.89 Million
33,437 Added 63.23%
86,319 $4.58 Billion
Q1 2024

May 15, 2024
BUY
$50.46 - $54.5 $2.67 Million - $2.88 Million
52,882 New
52,882 $2.88 Billion

Others Institutions Holding EFV

# of Institutions
1,078
Shares Held
324M
Call Options Held
0
Put Options Held
0
View Full List

About MSCI EAFE VALUE ETF

EFV Quotes by TradingView
  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
Track This Portfolio

Track Dynasty Wealth Management, LLC Portfolio

Follow Dynasty 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 Dynasty Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynasty Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email