Kingswood Wealth Advisors, LLC Msci Eafe Value ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 21,794 shares of EFV stock, worth $1.13 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
21,794
Previous 18,720 16.42%
Holding current value
$1.13 Million
Previous $993 Million 26.27%
% of portfolio
0.09%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$51.72 - $57.96 $158,987 - $178,169
3,074 Added 16.42%
21,794 $1.25 Billion
Q2 2024

Jul 09, 2024
BUY
$52.34 - $56.41 $103,266 - $111,296
1,973 Added 11.78%
18,720 $993 Million
Q1 2024

Apr 15, 2024
SELL
$50.46 - $54.5 $45,161 - $48,777
-895 Reduced 5.07%
16,747 $911 Million
Q4 2023

Jan 16, 2024
BUY
$46.57 - $52.25 $821,587 - $921,794
17,642 New
17,642 $919 Million

Others Institutions Holding EFV

# of Institutions
1,022
Shares Held
297M
Call Options Held
1.46M
Put Options Held
0
View Full List

About MSCI EAFE VALUE ETF

EFV Quotes by TradingView
  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
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