Foundation Wealth Management, LLC Msci Eafe Value ETF Transaction History
Foundation Wealth Management, LLC
- $129 Billion
- Q4 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 64,001 shares of EFV stock, worth $3.83 Million. This represents 2.61% of its overall portfolio holdings.
Number of Shares
64,001
Previous 63,712
0.45%
Holding current value
$3.83 Million
Previous $3.67 Billion
8.38%
% of portfolio
2.61%
Previous 2.78%
Shares
9 transactions
Others Institutions Holding EFV
# of Institutions
1,093Shares 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