Diversify Wealth Management, LLC Msci Eafe Value ETF Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 2025
A detailed history of Diversify Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 5,207 shares of EFV stock, worth $355,273. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,207
Previous 5,207
-0.0%
Holding current value
$355,273
Previous $319 Million
8.54%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding EFV
# of Institutions
1,179Shares Held
358MCall Options Held
1.3MPut Options Held
0-
Envestnet Asset Management Inc70.1MShares$4.78 Billion1.37% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.7MShares$1.55 Billion0.51% of portfolio
-
Us Bancorp \De\13.6MShares$929 Million1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY12.3MShares$839 Million0.06% of portfolio
-
Morgan Stanley New York, NY12MShares$818 Million0.05% of portfolio