Unique Wealth Strategies, LLC Msci Eafe Value ETF Transaction History

Unique Wealth Strategies, LLC

$213 Billion
Q2 2024

A detailed history of Unique Wealth Strategies, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Unique Wealth Strategies, LLC holds 1,452 shares of EFV stock, worth $86,684. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,452

Holding current value

$86,684

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 24, 2024	BUY	$52.34 - $56.41 $75,997 - $81,907	1,452 New	1,452 $79 Million

Others Institutions Holding EFV

# of Institutions

1,091

Shares Held

324M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

58M
Shares

$3.46 Billion
1.01% of portfolio
Lpl Financial LLC Fort Mill, SC

17.2M
Shares

$1.03 Billion
0.38% of portfolio
Jpmorgan Chase & CO New York, NY

14.3M
Shares

$855 Million
0.06% of portfolio
Us Bancorp \De\

12.8M
Shares

$764 Million
0.89% of portfolio
Jones Financial Companies Lllp

12.6M
Shares

$752 Million
0.63% of portfolio

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Unique Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Unique Wealth Strategies, LLC with notifications on news.

Account

Unique Wealth Strategies, LLC Msci Eafe Value ETF Transaction History