Certus Wealth Management, LLC Msci Eafe Value ETF Transaction History
Certus Wealth Management, LLC
- $127 Million
- Q1 2024
A detailed history of Certus Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 135,043 shares of EFV stock, worth $7.34 Million. This represents 5.79% of its overall portfolio holdings.
Number of Shares
135,043
Previous 120,812
11.78%
Holding current value
$7.34 Million
Previous $6.29 Million
16.71%
% of portfolio
5.79%
Previous 5.36%
Shares
4 transactions
Others Institutions Holding EFV
# of Institutions
941Shares Held
265MCall Options Held
1.5MPut Options Held
0-
Envestnet Asset Management Inc36.8MShares$2 Billion0.76% of portfolio
-
Jones Financial Companies Lllp14.7MShares$799 Million1.09% of portfolio
-
Us Bancorp \De\11.5MShares$626 Million0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY10.7MShares$583 Million0.05% of portfolio
-
Jane Street Group, LLC New York, NY9.91MShares$538 Million0.74% of portfolio