Delap Wealth Advisory, LLC Msci Eafe Value ETF Transaction History

Delap Wealth Advisory, LLC

  • $247 Billion
  • Q1 2024

A detailed history of Delap Wealth Advisory, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 6,863 shares of EFV stock, worth $370,876. This represents 0.15% of its overall portfolio holdings.

Number of Shares
6,863
Previous 13,726 50.0%
Holding current value
$370,876
Previous $715 Million 47.79%
% of portfolio
0.15%
Previous 0.32%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$50.46 - $54.5 $346,306 - $374,033
-6,863 Reduced 50.0%
6,863 $373 Million
Q4 2023

Feb 14, 2024
BUY
$46.57 - $52.25 $203,278 - $228,071
4,365 Added 46.63%
13,726 $715 Million
Q3 2023

Nov 13, 2023
SELL
$47.71 - $51.06 $14,790 - $15,828
-310 Reduced 3.21%
9,361 $458 Million
Q2 2023

Aug 08, 2023
BUY
$47.6 - $50.24 $106,624 - $112,537
2,240 Added 30.14%
9,671 $473 Million
Q1 2023

May 15, 2023
SELL
$45.61 - $50.02 $9,623 - $10,554
-211 Reduced 2.76%
7,431 $361 Million
Q4 2022

Feb 13, 2023
BUY
$42.3 - $46.73 $323,256 - $357,110
7,642 New
7,642 $351 Million

Others Institutions Holding EFV

# of Institutions
940
Shares Held
265M
Call Options Held
1.5M
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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