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 $1.52 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
28,425
Previous 55,106
48.42%
Holding current value
$1.52 Million
Previous $2.67 Million
47.98%
% of portfolio
0.94%
Previous 1.87%
Shares
7 transactions
Others Institutions Holding EFV
# of Institutions
940Shares Held
265MCall Options Held
1.5MPut Options Held
0-
Envestnet Asset Management Inc36.8MShares$1.96 Billion0.76% of portfolio
-
Jones Financial Companies Lllp14.7MShares$785 Million1.09% of portfolio
-
Us Bancorp \De\11.5MShares$615 Million0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY10.7MShares$573 Million0.05% of portfolio
-
Jane Street Group, LLC New York, NY9.91MShares$529 Million0.74% of portfolio