Portside Wealth Group, LLC Msci Eafe Value ETF Transaction History
Portside Wealth Group, LLC
- $586 Billion
- Q3 2024
A detailed history of Portside Wealth Group, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Portside Wealth Group, LLC holds 5,402 shares of EFV stock, worth $300,513. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,402
Previous 4,789
12.8%
Holding current value
$300,513
Previous $254 Million
22.35%
% of portfolio
0.05%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding EFV
# of Institutions
986Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54MShares$3 Billion1.03% of portfolio
-
Jones Financial Companies Lllp14.3MShares$796 Million0.88% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$736 Million0.06% of portfolio
-
Us Bancorp \De\12.3MShares$685 Million0.92% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.86MShares$548 Million2.03% of portfolio