Discipline Wealth Solutions, LLC Msci Eafe Value ETF Transaction History
Discipline Wealth Solutions, LLC
- $207 Million
- Q4 2024
A detailed history of Discipline Wealth Solutions, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 11,152 shares of EFV stock, worth $676,145. This represents 0.28% of its overall portfolio holdings.
Number of Shares
11,152
Previous 12,043
7.4%
Holding current value
$676,145
Previous $692,000
15.46%
% of portfolio
0.28%
Previous 0.38%
Shares
3 transactions
Others Institutions Holding EFV
# of Institutions
1,091Shares Held
324MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc58MShares$3.52 Billion1.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.2MShares$1.04 Billion0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$869 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$776 Million0.89% of portfolio
-
Jones Financial Companies Lllp12.6MShares$764 Million0.63% of portfolio