Fullcircle Wealth LLC Msci Eafe Value ETF Transaction History
Fullcircle Wealth LLC
- $227 Million
- Q1 2025
A detailed history of Fullcircle Wealth LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Fullcircle Wealth LLC holds 32,745 shares of EFV stock, worth $2.08 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
32,745
Previous 42,932
23.73%
Holding current value
$2.08 Million
Previous $2.44 Billion
99.92%
% of portfolio
0.85%
Previous 1.0%
Shares
4 transactions
Others Institutions Holding EFV
# of Institutions
1,125Shares Held
297MCall Options Held
1.56MPut Options Held
0-
Envestnet Asset Management Inc46.7MShares$2.98 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.1MShares$958 Million0.36% of portfolio
-
Us Bancorp \De\13.1MShares$832 Million1.04% of portfolio
-
Jpmorgan Chase & CO New York, NY12.3MShares$783 Million0.06% of portfolio
-
Jones Financial Companies Lllp9.82MShares$625 Million0.52% of portfolio