Cyndeo Wealth Partners, LLC Msci Eafe Value ETF Transaction History

Cyndeo Wealth Partners, LLC

$1.42 Billion
Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 41,899 shares of EFV stock, worth $2.3 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

41,899

Previous 44,206 5.22%

Holding current value

$2.3 Million

Previous $2.54 Million 13.57%

% of portfolio

0.15%

Previous 0.18%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$51.78 - $57.15 $119,456 - $131,845	-2,307 Reduced 5.22%	41,899 $2.2 Million
Q3 2024 Oct 18, 2024	BUY	$51.72 - $57.96 $902,669 - $1.01 Million	17,453 Added 65.24%	44,206 $2.54 Million
Q2 2024 Jul 30, 2024	SELL	$52.34 - $56.41 $487,076 - $524,951	-9,306 Reduced 25.81%	26,753 $1.42 Million
Q1 2024 Apr 16, 2024	BUY	$50.46 - $54.5 $500,613 - $540,694	9,921 Added 37.96%	36,059 $1.96 Million
Q4 2023 Jan 12, 2024	BUY	$46.57 - $52.25 $1.22 Million - $1.37 Million	26,138 New	26,138 $1.36 Million

Others Institutions Holding EFV

# of Institutions

1,051

Shares Held

300M

Call Options Held

1.46M

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.

Account

Cyndeo Wealth Partners, LLC Msci Eafe Value ETF Transaction History