Elevate Wealth Advisory, Inc Msci Eafe Value ETF Transaction History
Elevate Wealth Advisory, Inc
- $115 Billion
- Q1 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 83,349 shares of EFV stock, worth $4.53 Million. This represents 3.95% of its overall portfolio holdings.
Number of Shares
83,349
Previous 83,968
0.74%
Holding current value
$4.53 Million
Previous $4.37 Billion
3.64%
% of portfolio
3.95%
Previous 4.01%
Shares
2 transactions
Others Institutions Holding EFV
# of Institutions
940Shares Held
265MCall Options Held
1.5MPut Options Held
0-
Envestnet Asset Management Inc36.8MShares$2 Billion0.76% of portfolio
-
Jones Financial Companies Lllp14.7MShares$799 Million1.09% of portfolio
-
Us Bancorp \De\11.5MShares$626 Million0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY10.7MShares$583 Million0.05% of portfolio
-
Jane Street Group, LLC New York, NY9.91MShares$538 Million0.74% of portfolio