Heritage Family Offices, LLP Msci Eafe Value ETF Transaction History
Heritage Family Offices, LLP
- $194 Billion
- Q3 2024
A detailed history of Heritage Family Offices, LLP transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 9,558 shares of EFV stock, worth $495,869. This represents 0.28% of its overall portfolio holdings.
Number of Shares
9,558
Previous 8,327
14.78%
Holding current value
$495,869
Previous $442 Million
24.5%
% of portfolio
0.28%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding EFV
# of Institutions
1,027Shares Held
297MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$2.8 Billion1.03% of portfolio
-
Jones Financial Companies Lllp14.6MShares$760 Million0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$687 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$663 Million0.34% of portfolio
-
Us Bancorp \De\12.3MShares$639 Million0.92% of portfolio