Blue Bell Private Wealth Management, LLC Msci Eafe Value ETF Transaction History

Blue Bell Private Wealth Management, LLC

  • $502 Million
  • Q1 2025

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 284 shares of EFV stock, worth $17,312. This represents 0.0% of its overall portfolio holdings.

Number of Shares
284
Previous 424 33.02%
Holding current value
$17,312
Previous $22,000 27.27%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 05, 2025
SELL
$51.88 - $60.73 $7,263 - $8,502
-140 Reduced 33.02%
284 $16,000
Q4 2024

Feb 06, 2025
BUY
$51.78 - $57.15 $4,867 - $5,372
94 Added 28.48%
424 $22,000
Q2 2024

Aug 05, 2024
BUY
$52.34 - $56.41 $8,740 - $9,420
167 Added 102.45%
330 $17,000
Q1 2024

Apr 24, 2024
BUY
$50.46 - $54.5 $1,160 - $1,253
23 Added 16.43%
163 $8,000
Q4 2021

Jan 26, 2022
BUY
$48.8 - $52.57 $6,832 - $7,359
140 New
140 $7,000
Q4 2019

Jan 22, 2020
SELL
$45.9 - $50.59 $1,147 - $1,264
-25 Closed
0 $0
Q3 2017

Oct 24, 2017
BUY
$53.95 - $54.6 $1,348 - $1,365
25
25 $1,000

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 Blue Bell Private Wealth Management, LLC Portfolio

Follow Blue Bell Private Wealth Management, LLC 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 Blue Bell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Bell Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email