Fortress Wealth Management, Inc. Msci Eafe Value ETF Transaction History

Fortress Wealth Management, Inc.

  • $171 Million
  • Q1 2024

A detailed history of Fortress Wealth Management, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 26,447 shares of EFV stock, worth $1.42 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
26,447
Previous 40,123 34.09%
Holding current value
$1.42 Million
Previous $2.09 Million 31.2%
% of portfolio
0.84%
Previous 1.31%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
SELL
$50.46 - $54.5 $690,090 - $745,342
-13,676 Reduced 34.09%
26,447 $1.44 Million
Q4 2023

Feb 12, 2024
SELL
$46.57 - $52.25 $58,119 - $65,208
-1,248 Reduced 3.02%
40,123 $2.09 Million
Q3 2023

Nov 14, 2023
SELL
$47.71 - $51.06 $200,382 - $214,452
-4,200 Reduced 9.22%
41,371 $2.02 Million
Q2 2023

Jul 26, 2023
SELL
$47.6 - $50.24 $64,831 - $68,426
-1,362 Reduced 2.9%
45,571 $2.23 Million
Q1 2023

Apr 20, 2023
SELL
$45.61 - $50.02 $76,533 - $83,933
-1,678 Reduced 3.45%
46,933 $2.28 Million
Q4 2022

Jan 17, 2023
SELL
$42.3 - $46.73 $298,680 - $329,960
-7,061 Reduced 12.68%
48,611 $0
Q3 2022

Nov 03, 2022
SELL
$39.52 - $45.24 $533,638 - $610,875
-13,503 Reduced 19.52%
55,672 $2.15 Million
Q2 2022

Jul 27, 2022
SELL
$43.33 - $50.78 $1.93 Million - $2.27 Million
-44,622 Reduced 39.21%
69,175 $3 Million
Q1 2022

May 04, 2022
BUY
$45.64 - $53.35 $78,409 - $91,655
1,718 Added 1.53%
113,797 $5.72 Million
Q4 2021

Feb 03, 2022
BUY
$48.8 - $52.57 $5.47 Million - $5.89 Million
112,079 New
112,079 $5.65 Million

Others Institutions Holding EFV

# of Institutions
942
Shares Held
264M
Call Options Held
1.5M
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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