Fermata Advisors, LLC Msci Eafe Value ETF Transaction History

Fermata Advisors, LLC

  • $484 Million
  • Q3 2024

A detailed history of Fermata Advisors, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Fermata Advisors, LLC holds 6,861 shares of EFV stock, worth $358,624. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,861
Previous 6,515 5.31%
Holding current value
$358,624
Previous $345,000 14.2%
% of portfolio
0.08%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
$51.72 - $57.96 $17,895 - $20,054
346 Added 5.31%
6,861 $394,000
Q2 2024

Jul 12, 2024
SELL
$52.34 - $56.41 $13,922 - $15,005
-266 Reduced 3.92%
6,515 $345,000
Q1 2024

Apr 12, 2024
BUY
$50.46 - $54.5 $93,098 - $100,552
1,845 Added 37.38%
6,781 $368,000
Q4 2023

Jan 19, 2024
BUY
$46.57 - $52.25 $229,869 - $257,906
4,936 New
4,936 $257,000

Others Institutions Holding EFV

# of Institutions
1,022
Shares Held
297M
Call Options Held
1.46M
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 Fermata Advisors, LLC Portfolio

Follow Fermata Advisors, 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 Fermata Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fermata Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email