Fonville Wealth Management LLC Msci Eafe Value ETF Transaction History
Fonville Wealth Management LLC
- $252 Billion
- Q2 2024
A detailed history of Fonville Wealth Management LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Fonville Wealth Management LLC holds 17,495 shares of EFV stock, worth $989,167. This represents 0.37% of its overall portfolio holdings.
Number of Shares
17,495
Previous 17,975
2.67%
Holding current value
$989,167
Previous $978 Million
5.1%
% of portfolio
0.37%
Previous 0.43%
Shares
3 transactions
Others Institutions Holding EFV
# of Institutions
959Shares Held
223MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$1.42 Billion0.47% of portfolio
-
Jones Financial Companies Lllp14.3MShares$809 Million0.88% of portfolio
-
Us Bancorp \De\11.8MShares$666 Million0.86% of portfolio
-
Jpmorgan Chase & CO New York, NY9.14MShares$517 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.98MShares$451 Million0.03% of portfolio