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 $739,023. This represents 0.27% of its overall portfolio holdings.
Number of Shares
10,860
Previous 10,860
-0.0%
Holding current value
$739,023
Previous $570 Million
12.33%
% of portfolio
0.27%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding EFV
# of Institutions
1,197Shares Held
355MCall Options Held
1.3MPut Options Held
0-
Envestnet Asset Management Inc70.1MShares$4.77 Billion1.37% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.7MShares$1.55 Billion0.51% of portfolio
-
Us Bancorp \De\13.6MShares$926 Million1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY12.3MShares$837 Million0.06% of portfolio
-
Morgan Stanley New York, NY12MShares$816 Million0.05% of portfolio