Ep Wealth Advisors, LLC Msci Eafe Value ETF Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 27,102 shares of EFV stock, worth $1.45 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
27,102
Previous 34,148
20.63%
Holding current value
$1.45 Million
Previous $1.78 Million
17.14%
% of portfolio
0.02%
Previous 0.02%
Shares
19 transactions
Others Institutions Holding EFV
# of Institutions
940Shares Held
265MCall Options Held
1.5MPut Options Held
0-
Envestnet Asset Management Inc36.8MShares$1.96 Billion0.76% of portfolio
-
Jones Financial Companies Lllp14.7MShares$785 Million1.09% of portfolio
-
Us Bancorp \De\11.5MShares$615 Million0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY10.7MShares$573 Million0.05% of portfolio
-
Jane Street Group, LLC New York, NY9.91MShares$529 Million0.74% of portfolio