Elevate Wealth Advisory, Inc Msci Eafe Value ETF Transaction History
Elevate Wealth Advisory, Inc
- $135 Billion
- Q3 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 82,628 shares of EFV stock, worth $4.53 Million. This represents 3.53% of its overall portfolio holdings.
Number of Shares
82,628
Previous 82,965
0.41%
Holding current value
$4.53 Million
Previous $4.4 Billion
8.02%
% of portfolio
3.53%
Previous 3.57%
Shares
4 transactions
Others Institutions Holding EFV
# of Institutions
1,056Shares Held
301MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$2.96 Billion1.03% of portfolio
-
Jones Financial Companies Lllp14.6MShares$804 Million0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$726 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.8MShares$701 Million0.34% of portfolio
-
Us Bancorp \De\12.3MShares$676 Million0.92% of portfolio