Dopkins Wealth Management, LLC Msci Eafe Value ETF Transaction History
Dopkins Wealth Management, LLC
- $213 Million
- Q2 2025
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 5,710 shares of EFV stock, worth $375,375. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,710
Previous 5,743
0.57%
Holding current value
$375,375
Previous $338,000
7.1%
% of portfolio
0.17%
Previous 0.18%
Shares
13 transactions
Others Institutions Holding EFV
# of Institutions
1,165Shares Held
348MCall Options Held
1.56MPut Options Held
0-
Envestnet Asset Management Inc70.1MShares$4.61 Billion1.37% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.7MShares$1.49 Billion0.51% of portfolio
-
Us Bancorp \De\13.6MShares$895 Million1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY12.3MShares$808 Million0.06% of portfolio
-
Morgan Stanley New York, NY9.03MShares$593 Million0.04% of portfolio