Holistic Planning, LLC Msci Eafe Value ETF Transaction History
Holistic Planning, LLC
- $130 Billion
- Q2 2024
A detailed history of Holistic Planning, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 7,511 shares of EFV stock, worth $422,719. This represents 0.31% of its overall portfolio holdings.
Number of Shares
7,511
Previous 8,115
7.44%
Holding current value
$422,719
Previous $441 Million
7.44%
% of portfolio
0.31%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding EFV
# of Institutions
959Shares Held
223MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$1.42 Billion0.47% of portfolio
-
Jones Financial Companies Lllp14.3MShares$805 Million0.88% of portfolio
-
Us Bancorp \De\11.8MShares$662 Million0.86% of portfolio
-
Jpmorgan Chase & CO New York, NY9.14MShares$514 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.98MShares$449 Million0.03% of portfolio