Bms Financial Advisors, LLC Msci Eafe Value ETF Transaction History
Bms Financial Advisors, LLC
- $148 Million
- Q2 2023
A detailed history of Bms Financial Advisors, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 28,425 shares of EFV stock, worth $1.62 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
28,425
Previous 55,106
48.42%
Holding current value
$1.62 Million
Previous $2.67 Million
47.98%
% of portfolio
0.94%
Previous 1.87%
Shares
7 transactions
Others Institutions Holding EFV
# of Institutions
1,074Shares Held
323MCall Options Held
290KPut Options Held
0-
Envestnet Asset Management Inc58MShares$3.31 Billion1.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.2MShares$982 Million0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$818 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$731 Million0.89% of portfolio
-
Jones Financial Companies Lllp12.6MShares$719 Million0.63% of portfolio