Family Wealth Group, LLC Msci Eafe Value ETF Transaction History
Family Wealth Group, LLC
- $92.9 Million
- Q3 2024
A detailed history of Family Wealth Group, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 23,573 shares of EFV stock, worth $1.39 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
23,573
Previous 22,853
3.15%
Holding current value
$1.39 Million
Previous $1.21 Million
11.88%
% of portfolio
1.46%
Previous 1.31%
Shares
4 transactions
Others Institutions Holding EFV
# of Institutions
1,091Shares Held
324MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc58MShares$3.42 Billion1.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.2MShares$1.01 Billion0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$845 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$755 Million0.89% of portfolio
-
Jones Financial Companies Lllp12.6MShares$743 Million0.63% of portfolio