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 $1.27 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
23,573
Previous 22,853
3.15%
Holding current value
$1.27 Million
Previous $1.21 Million
11.88%
% of portfolio
1.46%
Previous 1.31%
Shares
4 transactions
Others Institutions Holding EFV
# of Institutions
1,022Shares Held
297MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$2.92 Billion1.03% of portfolio
-
Jones Financial Companies Lllp14.6MShares$791 Million0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$714 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$690 Million0.34% of portfolio
-
Us Bancorp \De\12.3MShares$665 Million0.92% of portfolio