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 $690,696. This represents 0.27% of its overall portfolio holdings.
Number of Shares
10,860
Previous 10,860
-0.0%
Holding current value
$690,696
Previous $570 Million
12.33%
% of portfolio
0.27%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding EFV
# of Institutions
1,137Shares Held
299MCall Options Held
1.56MPut Options Held
0-
Envestnet Asset Management Inc46.7MShares$2.97 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.1MShares$958 Million0.36% of portfolio
-
Us Bancorp \De\13.1MShares$832 Million1.04% of portfolio
-
Jpmorgan Chase & CO New York, NY12.3MShares$782 Million0.06% of portfolio
-
Jones Financial Companies Lllp9.82MShares$625 Million0.52% of portfolio