9258 Wealth Management, LLC Msci Eafe Value ETF Transaction History
9258 Wealth Management, LLC
- $664 Million
- Q3 2024
Shares
6 transactions
Others Institutions Holding EFV
# of Institutions
1,023Shares Held
297MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$2.86 Billion1.03% of portfolio
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Jones Financial Companies Lllp14.6MShares$777 Million0.87% of portfolio
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Jpmorgan Chase & CO New York, NY13.2MShares$702 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.8MShares$677 Million0.34% of portfolio
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Us Bancorp \De\12.3MShares$653 Million0.92% of portfolio