Avantra Family Wealth, Inc. Msci Eafe Value ETF Transaction History
Avantra Family Wealth, Inc.
- $121 Billion
- Q2 2025
A detailed history of Avantra Family Wealth, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Avantra Family Wealth, Inc. holds 11,694 shares of EFV stock, worth $768,763. This represents 0.61% of its overall portfolio holdings.
Number of Shares
11,694
Previous 19,035
38.57%
Holding current value
$768,763
Previous $1.12 Billion
33.83%
% of portfolio
0.61%
Previous 1.08%
Shares
3 transactions
Others Institutions Holding EFV
# of Institutions
1,156Shares Held
342MCall Options Held
1.56MPut Options Held
0-
Envestnet Asset Management Inc70.1MShares$4.61 Billion1.37% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.1MShares$990 Million0.36% of portfolio
-
Us Bancorp \De\13.6MShares$895 Million1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY12.3MShares$808 Million0.06% of portfolio
-
Jones Financial Companies Lllp9.82MShares$646 Million0.52% of portfolio