Copia Wealth Management Msci Eafe Value ETF Transaction History
Copia Wealth Management
- $108 Billion
- Q1 2025
A detailed history of Copia Wealth Management transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Copia Wealth Management holds 6,382 shares of EFV stock, worth $416,744. This represents 0.35% of its overall portfolio holdings.
Number of Shares
6,382
Previous 6,159
3.62%
Holding current value
$416,744
Previous $323 Million
16.4%
% of portfolio
0.35%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding EFV
# of Institutions
1,152Shares Held
309MCall Options Held
1.56MPut Options Held
0-
Envestnet Asset Management Inc46.7MShares$3.05 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.1MShares$983 Million0.36% of portfolio
-
Us Bancorp \De\13.6MShares$889 Million1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY12.3MShares$803 Million0.06% of portfolio
-
Jones Financial Companies Lllp9.82MShares$641 Million0.52% of portfolio