Heritage Family Offices, LLP Msci Eafe Value ETF Transaction History
Heritage Family Offices, LLP
- $200 Billion
- Q4 2024
A detailed history of Heritage Family Offices, LLP transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 14,964 shares of EFV stock, worth $851,301. This represents 0.39% of its overall portfolio holdings.
Number of Shares
14,964
Previous 9,558
56.56%
Holding current value
$851,301
Previous $550 Million
42.79%
% of portfolio
0.39%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding EFV
# of Institutions
1,080Shares Held
324MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc58MShares$3.3 Billion1.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.2MShares$978 Million0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$815 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$728 Million0.89% of portfolio
-
Jones Financial Companies Lllp12.6MShares$717 Million0.63% of portfolio