Bwm Planning, LLC Msci Eafe Value ETF Transaction History

Bwm Planning, LLC

$225 Billion
Q3 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 10,880 shares of EFV stock, worth $566,304. This represents 0.28% of its overall portfolio holdings.

Number of Shares

10,880

Holding current value

$566,304

% of portfolio

0.28%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

1,022

Shares Held

297M

Call Options Held

1.46M

Put Options Held

Envestnet Asset Management Inc

54M
Shares

$2.81 Billion
1.03% of portfolio
Jones Financial Companies Lllp

14.6M
Shares

$763 Million
0.87% of portfolio
Jpmorgan Chase & CO New York, NY

13.2M
Shares

$689 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

12.8M
Shares

$665 Million
0.34% of portfolio
Us Bancorp \De\

12.3M
Shares

$641 Million
0.92% of portfolio

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

Track This Portfolio

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.

Account