Bwm Planning, LLC Msci Eafe Value ETF Transaction History
Bwm Planning, LLC
- $374 Billion
- Q4 2025
A detailed history of Bwm Planning, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Bwm Planning, LLC holds 11,167 shares of EFV stock, worth $784,593. This represents 0.21% of its overall portfolio holdings.
Number of Shares
11,167
Previous 10,860
2.83%
Holding current value
$784,593
Previous $737 Million
8.25%
% of portfolio
0.21%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding EFV
# of Institutions
1,265Shares Held
350MCall Options Held
1.22MPut Options Held
0-
Envestnet Asset Management Inc60.5MShares$4.25 Billion1.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.7MShares$1.46 Billion0.44% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$1 Billion0.06% of portfolio
-
Us Bancorp \De\14MShares$983 Million1.15% of portfolio
-
Morgan Stanley New York, NY11.8MShares$826 Million0.05% of portfolio