Cyndeo Wealth Partners, LLC Msci Eafe Value ETF Transaction History

Cyndeo Wealth Partners, LLC

  • $1.4 Billion
  • Q3 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 44,206 shares of EFV stock, worth $2.33 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
44,206
Previous 26,753 65.24%
Holding current value
$2.33 Million
Previous $1.42 Million 79.34%
% of portfolio
0.18%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,022
Shares Held
297M
Call Options Held
1.46M
Put Options Held
0
View Full List

About MSCI EAFE VALUE ETF

EFV Quotes by TradingView
  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
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