Elevate Wealth Advisory, Inc Msci Eafe Value ETF Transaction History

Elevate Wealth Advisory, Inc

$133 Billion
Q4 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 83,587 shares of EFV stock, worth $4.99 Million. This represents 3.29% of its overall portfolio holdings.

Number of Shares

83,587

Previous 82,628 1.16%

Holding current value

$4.99 Million

Previous $4.75 Billion 7.74%

% of portfolio

3.29%

Previous 3.53%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$51.78 - $57.15 $49,657 - $54,806	959 Added 1.16%	83,587 $4.39 Billion
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

1,091

Shares Held

324M

Call Options Held

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

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Elevate Wealth Advisory, Inc Msci Eafe Value ETF Transaction History