Corepath Wealth Partners LLC Msci Eafe Value ETF Transaction History
Corepath Wealth Partners LLC
- $93.6 Million
- Q2 2024
A detailed history of Corepath Wealth Partners LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Corepath Wealth Partners LLC holds 76,653 shares of EFV stock, worth $4.36 Million. This represents 4.34% of its overall portfolio holdings.
Number of Shares
76,653
Previous 81,751
6.24%
Holding current value
$4.36 Million
Previous $4.45 Million
8.59%
% of portfolio
4.34%
Previous 4.79%
Shares
16 transactions
Others Institutions Holding EFV
# of Institutions
961Shares Held
223MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$1.43 Billion0.47% of portfolio
-
Jones Financial Companies Lllp14.3MShares$814 Million0.88% of portfolio
-
Us Bancorp \De\11.8MShares$670 Million0.86% of portfolio
-
Jpmorgan Chase & CO New York, NY9.14MShares$520 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.98MShares$454 Million0.03% of portfolio