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 $98.3 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
$98.3 Million
Previous $91.1 Million
4.82%
% of portfolio
2.38%
Previous 2.57%
Shares
27 transactions
Others Institutions Holding EFV
# of Institutions
1,094Shares Held
324MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc58MShares$3.45 Billion1.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.2MShares$1.02 Billion0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$852 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$761 Million0.89% of portfolio
-
Jones Financial Companies Lllp12.6MShares$749 Million0.63% of portfolio