Dynamic Wealth Strategies, LLC Msci Eafe Value ETF Transaction History
Dynamic Wealth Strategies, LLC
- $116 Million
- Q2 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 51,761 shares of EFV stock, worth $2.87 Million. This represents 2.36% of its overall portfolio holdings.
Number of Shares
51,761
Previous 50,894
1.7%
Holding current value
$2.87 Million
Previous $2.77 Million
0.87%
% of portfolio
2.36%
Previous 2.37%
Shares
3 transactions
Others Institutions Holding EFV
# of Institutions
960Shares Held
223MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$1.4 Billion0.47% of portfolio
-
Jones Financial Companies Lllp14.3MShares$793 Million0.88% of portfolio
-
Us Bancorp \De\11.8MShares$653 Million0.86% of portfolio
-
Jpmorgan Chase & CO New York, NY9.14MShares$507 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.98MShares$442 Million0.03% of portfolio