Capasso Planning Partners LLC Msci Eafe Value ETF Transaction History
Capasso Planning Partners LLC
- $240 Million
- Q1 2024
A detailed history of Capasso Planning Partners LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Capasso Planning Partners LLC holds 10,853 shares of EFV stock, worth $628,171. This represents 0.25% of its overall portfolio holdings.
Number of Shares
10,853
Previous 10,165
6.77%
Holding current value
$628,171
Previous $529,000
11.53%
% of portfolio
0.25%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding EFV
# of Institutions
960Shares Held
224MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$1.46 Billion0.47% of portfolio
-
Jones Financial Companies Lllp14.3MShares$828 Million0.88% of portfolio
-
Us Bancorp \De\11.8MShares$681 Million0.86% of portfolio
-
Jpmorgan Chase & CO New York, NY9.14MShares$529 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.98MShares$462 Million0.03% of portfolio