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

Beam Wealth Advisors, Inc.

  • $326 Million
  • Q3 2024

A detailed history of Beam Wealth Advisors, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 23,931 shares of EFV stock, worth $1.31 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
23,931
Previous 20,012 19.58%
Holding current value
$1.31 Million
Previous $1.06 Million 29.69%
% of portfolio
0.42%
Previous 0.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$51.72 - $57.96 $202,690 - $227,145
3,919 Added 19.58%
23,931 $1.38 Million
Q2 2024

Aug 07, 2024
BUY
$52.34 - $56.41 $1.05 Million - $1.13 Million
20,012 New
20,012 $1.06 Million
Q1 2023

Apr 26, 2023
SELL
$45.61 - $50.02 $31,790 - $34,863
-697 Reduced 3.73%
17,981 $872,000
Q4 2022

Jan 20, 2023
BUY
$38.5 - $46.73 $719,103 - $872,822
18,678 New
18,678 $0

Others Institutions Holding EFV

# of Institutions
1,056
Shares Held
301M
Call Options Held
1.46M
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
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