Copperleaf Capital, LLC Msci Eafe Value ETF Transaction History
Copperleaf Capital, LLC
- $123 Million
- Q4 2024
A detailed history of Copperleaf Capital, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Copperleaf Capital, LLC holds 64,159 shares of EFV stock, worth $3.85 Million. This represents 2.75% of its overall portfolio holdings.
Number of Shares
64,159
Previous 39,748
61.41%
Holding current value
$3.85 Million
Previous $2.29 Million
47.24%
% of portfolio
2.75%
Previous 1.99%
Shares
15 transactions
Others Institutions Holding EFV
# of Institutions
1,090Shares Held
324MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc58MShares$3.48 Billion1.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.2MShares$1.03 Billion0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$859 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$767 Million0.89% of portfolio
-
Jones Financial Companies Lllp12.6MShares$755 Million0.63% of portfolio