Copperleaf Capital, LLC Msci Eafe Value ETF Transaction History
Copperleaf Capital, LLC
- $110 Million
- Q2 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 40,958 shares of EFV stock, worth $2.34 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
40,958
Previous 57,112
28.28%
Holding current value
$2.34 Million
Previous $3.11 Million
30.07%
% of portfolio
1.98%
Previous 2.95%
Shares
13 transactions
Others Institutions Holding EFV
# of Institutions
960Shares Held
224MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$1.44 Billion0.47% of portfolio
-
Jones Financial Companies Lllp14.3MShares$817 Million0.88% of portfolio
-
Us Bancorp \De\11.8MShares$673 Million0.86% of portfolio
-
Jpmorgan Chase & CO New York, NY9.14MShares$522 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.98MShares$456 Million0.03% of portfolio