Beacon Bridge Wealth Partners, LLC Msci Eafe Value ETF Transaction History
Beacon Bridge Wealth Partners, LLC
- $233 Billion
- Q3 2024
A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 74,418 shares of EFV stock, worth $4.03 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
74,418
Previous 40,441
84.02%
Holding current value
$4.03 Million
Previous $2.14 Billion
99.59%
% of portfolio
1.84%
Previous 0.98%
Shares
5 transactions
Others Institutions Holding EFV
# of Institutions
1,033Shares Held
298MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$2.93 Billion1.03% of portfolio
-
Jones Financial Companies Lllp14.6MShares$794 Million0.87% of portfolio
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Jpmorgan Chase & CO New York, NY13.2MShares$717 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.8MShares$692 Million0.34% of portfolio
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Us Bancorp \De\12.3MShares$668 Million0.92% of portfolio