Forum Financial Management, LP Msci Eafe Value ETF Transaction History
Forum Financial Management, LP
- $5.05 Billion
- Q4 2024
A detailed history of Forum Financial Management, LP transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 5,933 shares of EFV stock, worth $355,505. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,933
Previous 5,933
-0.0%
Holding current value
$355,505
Previous $311,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding EFV
# of Institutions
1,092Shares 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$858 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$767 Million0.89% of portfolio
-
Jones Financial Companies Lllp12.6MShares$755 Million0.63% of portfolio