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 $585,627. This represents 0.25% of its overall portfolio holdings.
Number of Shares
10,853
Previous 10,165
6.77%
Holding current value
$585,627
Previous $529,000
11.53%
% of portfolio
0.25%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding EFV
# of Institutions
1,020Shares Held
295MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$2.91 Billion1.03% of portfolio
-
Jones Financial Companies Lllp14.6MShares$790 Million0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$714 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$689 Million0.34% of portfolio
-
Us Bancorp \De\12.3MShares$665 Million0.92% of portfolio