Bwm Planning, LLC Msci Eafe Value ETF Transaction History
Bwm Planning, LLC
- $230 Billion
- Q4 2024
A detailed history of Bwm Planning, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Bwm Planning, LLC holds 10,860 shares of EFV stock, worth $595,779. This represents 0.25% of its overall portfolio holdings.
Number of Shares
10,860
Previous 10,880
0.18%
Holding current value
$595,779
Previous $626 Million
8.96%
% of portfolio
0.25%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding EFV
# of Institutions
1,056Shares Held
301MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$2.96 Billion1.03% of portfolio
-
Jones Financial Companies Lllp14.6MShares$804 Million0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$726 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$701 Million0.34% of portfolio
-
Us Bancorp \De\12.3MShares$676 Million0.92% of portfolio