Modern Wealth Management, LLC Msci Eafe Value ETF Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 28,667 shares of EFV stock, worth $1.54 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
28,667
Previous 21,129
35.68%
Holding current value
$1.54 Million
Previous $1.12 Billion
47.16%
% of portfolio
0.1%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding EFV
# of Institutions
1,020Shares Held
295MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$2.91 Billion1.03% of portfolio
-
Jones Financial Companies Lllp14.6MShares$789 Million0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$713 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$688 Million0.34% of portfolio
-
Us Bancorp \De\12.3MShares$664 Million0.92% of portfolio