Diversify Wealth Management, LLC Msci Eafe Value ETF Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
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 5,278 shares of EFV stock, worth $303,168. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,278
Previous 5,384
1.97%
Holding current value
$303,168
Previous $297 Million
7.96%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding EFV
# of Institutions
1,078Shares Held
324MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc58MShares$3.33 Billion1.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.2MShares$988 Million0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$823 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$735 Million0.89% of portfolio
-
Jones Financial Companies Lllp12.6MShares$724 Million0.63% of portfolio