Able Wealth Management LLC Msci Eafe Value ETF Transaction History
Able Wealth Management LLC
- $152 Billion
- Q4 2024
A detailed history of Able Wealth Management LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Able Wealth Management LLC holds 15,935 shares of EFV stock, worth $885,986. This represents 0.55% of its overall portfolio holdings.
Number of Shares
15,935
Previous 12,468
27.81%
Holding current value
$885,986
Previous $717 Million
16.56%
% of portfolio
0.55%
Previous 0.54%
Shares
3 transactions
Others Institutions Holding EFV
# of Institutions
1,059Shares Held
303MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$3 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$736 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$712 Million0.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$710 Million0.34% of portfolio
-
Jones Financial Companies Lllp12.6MShares$700 Million0.63% of portfolio