Lifelong Wealth Advisors, Inc. Msci Eafe Value ETF Transaction History

Lifelong Wealth Advisors, Inc.

  • $213 Billion
  • Q1 2025

A detailed history of Lifelong Wealth Advisors, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 66,689 shares of EFV stock, worth $4.07 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares
66,689
Previous 78,339 14.87%
Holding current value
$4.07 Million
Previous $4.11 Billion 4.37%
% of portfolio
1.84%
Previous 1.85%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$51.88 - $60.73 $604,402 - $707,504
-11,650 Reduced 14.87%
66,689 $3.93 Billion
Q4 2024

Feb 13, 2025
BUY
$51.78 - $57.15 $4.06 Million - $4.48 Million
78,339 New
78,339 $4.11 Billion

Others Institutions Holding EFV

# of Institutions
1,124
Shares Held
296M
Call Options Held
1.56M
Put Options Held
0
View Full List

About MSCI EAFE VALUE ETF

EFV Quotes by TradingView
  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
Track This Portfolio

Track Lifelong Wealth Advisors, Inc. Portfolio

Follow Lifelong Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lifelong Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lifelong Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email