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 $475,388. This represents 0.25% of its overall portfolio holdings.
Number of Shares
8,327
Previous 8,612
3.31%
Holding current value
$475,388
Previous $468,000
5.77%
% of portfolio
0.25%
Previous 0.23%
Shares
10 transactions
Others Institutions Holding EFV
# of Institutions
1,074Shares Held
323MCall Options Held
290KPut Options Held
0-
Envestnet Asset Management Inc58MShares$3.31 Billion1.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.2MShares$982 Million0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$818 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$731 Million0.89% of portfolio
-
Jones Financial Companies Lllp12.6MShares$719 Million0.63% of portfolio