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 $663,209. This represents 0.28% of its overall portfolio holdings.

Number of Shares
11,152
Previous 12,043 7.4%
Holding current value
$663,209
Previous $692,000 15.46%
% of portfolio
0.28%
Previous 0.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 26, 2025
SELL
$51.78 - $57.15 $46,135 - $50,920
-891 Reduced 7.4%
11,152 $585,000
Q3 2024

Nov 19, 2024
BUY
$51.72 - $57.96 $256,634 - $287,597
4,962 Added 70.07%
12,043 $692,000
Q2 2024

Aug 07, 2024
BUY
$52.34 - $56.41 $370,619 - $399,439
7,081 New
7,081 $375,000

Others Institutions Holding EFV

# of Institutions
1,097
Shares Held
325M
Call Options Held
0
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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