Cassady Schiller Wealth Management, LLC Msci Eafe Value ETF Transaction History
Cassady Schiller Wealth Management, LLC
- $236 Million
- Q2 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 2,392 shares of EFV stock, worth $132,540. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,392
Previous 3,698
35.32%
Holding current value
$132,540
Previous $201,000
37.31%
% of portfolio
0.05%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding EFV
# of Institutions
974Shares Held
236MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$1.39 Billion0.47% of portfolio
-
Jones Financial Companies Lllp14.3MShares$792 Million0.88% of portfolio
-
Us Bancorp \De\12.3MShares$683 Million0.92% of portfolio
-
Jpmorgan Chase & CO New York, NY9.14MShares$507 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.98MShares$442 Million0.03% of portfolio