Dynamic Wealth Strategies, LLC Msci Eafe Value ETF Transaction History
Dynamic Wealth Strategies, LLC
- $112 Million
- Q4 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 53,385 shares of EFV stock, worth $3.05 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
53,385
Previous 52,722
1.26%
Holding current value
$3.05 Million
Previous $3.03 Million
7.65%
% of portfolio
2.5%
Previous 2.47%
Shares
5 transactions
Others Institutions Holding EFV
# of Institutions
1,074Shares Held
323MCall Options Held
290KPut Options Held
0-
Envestnet Asset Management Inc58MShares$3.31 Billion1.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.2MShares$982 Million0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$818 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$731 Million0.89% of portfolio
-
Jones Financial Companies Lllp12.6MShares$719 Million0.63% of portfolio