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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$51.72 - $57.96 $17,429 - $19,532
-337 Reduced 0.41%
82,628 $4.75 Billion
Q2 2024

Aug 12, 2024
SELL
$52.34 - $56.41 $20,098 - $21,661
-384 Reduced 0.46%
82,965 $4.4 Billion
Q1 2024

May 02, 2024
SELL
$50.46 - $54.5 $31,234 - $33,735
-619 Reduced 0.74%
83,349 $4.53 Billion
Q4 2023

Feb 14, 2024
BUY
$46.57 - $52.25 $3.91 Million - $4.39 Million
83,968 New
83,968 $4.37 Billion

Others Institutions Holding EFV

# of Institutions
1,056
Shares Held
301M
Call Options Held
1.46M
Put Options Held
0
View Full List

About MSCI EAFE VALUE ETF

EFV Quotes by TradingView
  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
Track This Portfolio

Track Elevate Wealth Advisory, Inc Portfolio

Follow Elevate Wealth Advisory, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elevate Wealth Advisory, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Elevate Wealth Advisory, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email