Heritage Wealth Management, LLC Msci Eafe Value ETF Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
A detailed history of Heritage Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 8,327 shares of EFV stock, worth $505,698. This represents 0.25% of its overall portfolio holdings.
Number of Shares
8,327
Previous 8,612
3.31%
Holding current value
$505,698
Previous $468,000
5.77%
% of portfolio
0.25%
Previous 0.23%
Shares
10 transactions
Others Institutions Holding EFV
# of Institutions
1,092Shares Held
324MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc58MShares$3.52 Billion1.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.2MShares$1.04 Billion0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$870 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$778 Million0.89% of portfolio
-
Jones Financial Companies Lllp12.6MShares$765 Million0.63% of portfolio