Cape Investment Advisory, Inc. Msci Eafe Value ETF Transaction History
Cape Investment Advisory, Inc.
- $251 Billion
- Q1 2025
A detailed history of Cape Investment Advisory, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 4,450 shares of EFV stock, worth $292,543. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,450
Previous 5,554
19.88%
Holding current value
$292,543
Previous $291 Million
10.0%
% of portfolio
0.1%
Previous 0.11%
Shares
9 transactions
Others Institutions Holding EFV
# of Institutions
1,165Shares Held
348MCall Options Held
1.56MPut Options Held
0-
Envestnet Asset Management Inc70.1MShares$4.61 Billion1.37% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.7MShares$1.49 Billion0.51% of portfolio
-
Us Bancorp \De\13.6MShares$895 Million1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY12.3MShares$808 Million0.06% of portfolio
-
Morgan Stanley New York, NY9.03MShares$593 Million0.04% of portfolio