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

Essex Private Wealth Management, LLC

  • $34.8 Million
  • Q2 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 $354,057. This represents 0.96% of its overall portfolio holdings.

Number of Shares
6,291
Previous 6,190 1.63%
Holding current value
$354,057
Previous $336,000 0.89%
% of portfolio
0.96%
Previous 1.08%

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
959
Shares Held
223M
Call Options Held
0
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
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