Bwm Planning, LLC Msci Eafe Value ETF Transaction History
Bwm Planning, LLC
- $230 Billion
- Q4 2024
A detailed history of Bwm Planning, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Bwm Planning, LLC holds 10,860 shares of EFV stock, worth $619,997. This represents 0.25% of its overall portfolio holdings.
Number of Shares
10,860
Previous 10,880
0.18%
Holding current value
$619,997
Previous $626 Million
8.96%
% of portfolio
0.25%
Previous 0.28%
Shares
2 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