Fullcircle Wealth LLC Msci Eafe Value ETF Transaction History
Fullcircle Wealth LLC
- $223 Billion
- Q3 2024
A detailed history of Fullcircle Wealth LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Fullcircle Wealth LLC holds 36,808 shares of EFV stock, worth $2.05 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
36,808
Previous 14,612
151.9%
Holding current value
$2.05 Million
Previous $794 Million
158.16%
% of portfolio
0.92%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding EFV
# of Institutions
986Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54MShares$3 Billion1.03% of portfolio
-
Jones Financial Companies Lllp14.3MShares$796 Million0.88% of portfolio
-
Us Bancorp \De\12.3MShares$685 Million0.92% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.86MShares$548 Million2.03% of portfolio
-
Jpmorgan Chase & CO New York, NY9.14MShares$509 Million0.04% of portfolio