Foundation Wealth Management, LLC Msci Eafe Value ETF Transaction History
Foundation Wealth Management, LLC
- $128 Billion
- Q2 2024
A detailed history of Foundation Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 66,652 shares of EFV stock, worth $3.7 Million. This represents 2.77% of its overall portfolio holdings.
Number of Shares
66,652
Previous 67,074
0.63%
Holding current value
$3.7 Million
Previous $3.65 Billion
3.12%
% of portfolio
2.77%
Previous 2.97%
Shares
7 transactions
Others Institutions Holding EFV
# of Institutions
960Shares Held
223MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$1.4 Billion0.47% of portfolio
-
Jones Financial Companies Lllp14.3MShares$793 Million0.88% of portfolio
-
Us Bancorp \De\11.8MShares$653 Million0.86% of portfolio
-
Jpmorgan Chase & CO New York, NY9.14MShares$507 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.98MShares$442 Million0.03% of portfolio