Financial Synergies Wealth Advisors, Inc. Msci Eafe Value ETF Transaction History
Financial Synergies Wealth Advisors, Inc.
- $805 Billion
- Q3 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 848,519 shares of EFV stock, worth $44.6 Million. This represents 6.06% of its overall portfolio holdings.
Number of Shares
848,519
Previous 837,531
1.31%
Holding current value
$44.6 Million
Previous $44.4 Billion
9.89%
% of portfolio
6.06%
Previous 5.98%
Shares
18 transactions
Others Institutions Holding EFV
# of Institutions
1,022Shares Held
297MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$2.84 Billion1.03% of portfolio
-
Jones Financial Companies Lllp14.6MShares$771 Million0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$696 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$672 Million0.34% of portfolio
-
Us Bancorp \De\12.3MShares$648 Million0.92% of portfolio