Essex Private Wealth Management, LLC Msci Eafe Value ETF Transaction History

Essex Private Wealth Management, LLC

  • $37.8 Million
  • Q3 2024

A detailed history of Essex Private Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Essex Private Wealth Management, LLC holds 6,291 shares of EFV stock, worth $413,570. This represents 0.96% of its overall portfolio holdings.

Number of Shares
6,291
Previous 6,291 -0.0%
Holding current value
$413,570
Previous $333,000 8.41%
% of portfolio
0.96%
Previous 0.96%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
BUY
$52.34 - $56.41 $5,286 - $5,697
101 Added 1.63%
6,291 $333,000
Q4 2023

Jan 29, 2024
BUY
$46.57 - $52.25 $186 - $209
4 Added 0.06%
6,190 $322,000
Q3 2023

Oct 24, 2023
BUY
$47.71 - $51.06 $295,134 - $315,857
6,186 New
6,186 $302,000

Others Institutions Holding EFV

# of Institutions
1,165
Shares Held
348M
Call Options Held
1.56M
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 Essex Private Wealth Management, LLC Portfolio

Follow Essex Private Wealth Management, LLC 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 Essex Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Essex Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email