Falcon Wealth Planning Msci Eafe Value ETF Transaction History
Falcon Wealth Planning
- $810 Million
- Q4 2024
A detailed history of Falcon Wealth Planning transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Falcon Wealth Planning holds 23,584 shares of EFV stock, worth $1.41 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
23,584
Previous 25,186
6.36%
Holding current value
$1.41 Million
Previous $1.45 Million
14.57%
% of portfolio
0.15%
Previous 0.18%
Shares
16 transactions
Others Institutions Holding EFV
# of Institutions
1,090Shares Held
324MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc58MShares$3.48 Billion1.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.2MShares$1.03 Billion0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$859 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$767 Million0.89% of portfolio
-
Jones Financial Companies Lllp12.6MShares$755 Million0.63% of portfolio