Congress Wealth Management LLC Msci Eafe Value ETF Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 21,399 shares of EFV stock, worth $1.46 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
21,399
Previous 21,259 0.66%
Holding current value
$1.46 Million
Previous $1.25 Million 8.38%
% of portfolio
0.01%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$52.4 - $64.65 $7,336 - $9,051
140 Added 0.66%
21,399 $1.36 Million
Q1 2025

May 14, 2025
BUY
$51.88 - $60.73 $1.1 Million - $1.29 Million
21,259 New
21,259 $1.25 Million

Others Institutions Holding EFV

# of Institutions
1,215
Shares Held
355M
Call Options Held
1.3M
Put Options Held
0
View Full List

About MSCI EAFE VALUE ETF

EFV Quotes by TradingView
  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email