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 $462,981. This represents 0.25% of its overall portfolio holdings.
Number of Shares
8,327
Previous 8,612
3.31%
Holding current value
$462,981
Previous $468,000
5.77%
% of portfolio
0.25%
Previous 0.23%
Shares
10 transactions
Others Institutions Holding EFV
# of Institutions
1,059Shares Held
303MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$3 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$736 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$712 Million0.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$710 Million0.34% of portfolio
-
Jones Financial Companies Lllp12.6MShares$700 Million0.63% of portfolio