Bwm Planning, LLC Msci Eafe Value ETF Transaction History

Bwm Planning, LLC

  • $236 Billion
  • Q1 2025

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 $702,424. This represents 0.27% of its overall portfolio holdings.

Number of Shares
10,860
Previous 10,860 -0.0%
Holding current value
$702,424
Previous $570 Million 12.33%
% of portfolio
0.27%
Previous 0.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$51.78 - $57.15 $1,035 - $1,143
-20 Reduced 0.18%
10,860 $570 Million
Q3 2024

Oct 09, 2024
BUY
$51.72 - $57.96 $562,713 - $630,604
10,880 New
10,880 $626 Million

Others Institutions Holding EFV

# of Institutions
1,157
Shares Held
341M
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 Bwm Planning, LLC Portfolio

Follow Bwm Planning, 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 Bwm Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bwm Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email