Discipline Wealth Solutions, LLC Msci Eafe Value ETF Transaction History
Discipline Wealth Solutions, LLC
- $182 Million
- Q3 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 12,043 shares of EFV stock, worth $633,823. This represents 0.38% of its overall portfolio holdings.
Number of Shares
12,043
Previous 7,081
70.07%
Holding current value
$633,823
Previous $375,000
84.53%
% of portfolio
0.38%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding EFV
# of Institutions
1,022Shares Held
297MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$2.84 Billion1.03% of portfolio
-
Jones Financial Companies Lllp14.6MShares$771 Million0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$696 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.8MShares$672 Million0.34% of portfolio
-
Us Bancorp \De\12.3MShares$648 Million0.92% of portfolio