Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Msci Eafe Value ETF Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.65 Billion
- Q4 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 1,653,265 shares of EFV stock, worth $95.5 Million. This represents 2.38% of its overall portfolio holdings.
Number of Shares
1,653,265
Previous 1,584,275
4.35%
Holding current value
$95.5 Million
Previous $91.1 Million
4.82%
% of portfolio
2.38%
Previous 2.57%
Shares
27 transactions
Others Institutions Holding EFV
# of Institutions
1,099Shares Held
324MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc58MShares$3.35 Billion1.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.2MShares$993 Million0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$828 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$740 Million0.89% of portfolio
-
Jones Financial Companies Lllp12.6MShares$728 Million0.63% of portfolio