Dopkins Wealth Management, LLC Msci Eafe Value ETF Transaction History
Dopkins Wealth Management, LLC
- $189 Million
- Q4 2024
A detailed history of Dopkins Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 5,764 shares of EFV stock, worth $342,035. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,764
Previous 5,432
6.11%
Holding current value
$342,035
Previous $312,000
3.21%
% of portfolio
0.16%
Previous 0.26%
Shares
11 transactions
Others Institutions Holding EFV
# of Institutions
1,090Shares Held
324MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc58MShares$3.44 Billion1.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.2MShares$1.02 Billion0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$850 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$760 Million0.89% of portfolio
-
Jones Financial Companies Lllp12.6MShares$748 Million0.63% of portfolio