Ridgeline Wealth, LLC Msci Eafe Value ETF Transaction History

Ridgeline Wealth, LLC

$123 Billion
Q4 2024

A detailed history of Ridgeline Wealth, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Ridgeline Wealth, LLC holds 47,372 shares of EFV stock, worth $2.83 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares

47,372

Holding current value

$2.83 Million

% of portfolio

2.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 06, 2025	BUY	$51.78 - $57.15 $2.45 Million - $2.71 Million	47,372 New	47,372 $2.49 Billion

Others Institutions Holding EFV

# of Institutions

1,091

Shares Held

324M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

58M
Shares

$3.46 Billion
1.01% of portfolio
Lpl Financial LLC Fort Mill, SC

17.2M
Shares

$1.03 Billion
0.38% of portfolio
Jpmorgan Chase & CO New York, NY

14.3M
Shares

$855 Million
0.06% of portfolio
Us Bancorp \De\

12.8M
Shares

$764 Million
0.89% of portfolio
Jones Financial Companies Lllp

12.6M
Shares

$752 Million
0.63% of portfolio

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

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Ridgeline Wealth, LLC Msci Eafe Value ETF Transaction History