Lodestone Wealth Management LLC Msci Eafe Value ETF Transaction History
Lodestone Wealth Management LLC
- $190 Billion
- Q2 2024
A detailed history of Lodestone Wealth Management LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 10,121 shares of EFV stock, worth $570,824. This represents 0.28% of its overall portfolio holdings.
Number of Shares
10,121
Previous 10,110
0.11%
Holding current value
$570,824
Previous $550 Million
2.39%
% of portfolio
0.28%
Previous 0.29%
Shares
6 transactions
Others Institutions Holding EFV
# of Institutions
960Shares Held
223MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$1.42 Billion0.47% of portfolio
-
Jones Financial Companies Lllp14.3MShares$807 Million0.88% of portfolio
-
Us Bancorp \De\11.8MShares$664 Million0.86% of portfolio
-
Jpmorgan Chase & CO New York, NY9.14MShares$516 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.98MShares$450 Million0.03% of portfolio