Beaird Harris Wealth Management, LLC Msci Eafe Value ETF Transaction History
Beaird Harris Wealth Management, LLC
- $1.08 Billion
- Q3 2024
A detailed history of Beaird Harris Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 5,635 shares of EFV stock, worth $296,175. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,635
Previous 5,572
1.13%
Holding current value
$296,175
Previous $295,000
9.83%
% of portfolio
0.03%
Previous 0.03%
Shares
12 transactions
Others Institutions Holding EFV
# of Institutions
1,025Shares Held
297MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$2.84 Billion1.03% of portfolio
-
Jones Financial Companies Lllp14.6MShares$770 Million0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$696 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$671 Million0.34% of portfolio
-
Us Bancorp \De\12.3MShares$648 Million0.92% of portfolio