High Mark Wealth Management LLC Msci Eafe Value ETF Transaction History
High Mark Wealth Management LLC
- $165 Million
- Q2 2024
A detailed history of High Mark Wealth Management LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, High Mark Wealth Management LLC holds 263,927 shares of EFV stock, worth $15.3 Million. This represents 8.47% of its overall portfolio holdings.
Number of Shares
263,927
Previous 273,771
3.6%
Holding current value
$15.3 Million
Previous $14.9 Million
6.01%
% of portfolio
8.47%
Previous 9.27%
Shares
19 transactions
Others Institutions Holding EFV
# of Institutions
960Shares Held
224MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$1.46 Billion0.47% of portfolio
-
Jones Financial Companies Lllp14.3MShares$828 Million0.88% of portfolio
-
Us Bancorp \De\11.8MShares$681 Million0.86% of portfolio
-
Jpmorgan Chase & CO New York, NY9.14MShares$529 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.98MShares$462 Million0.03% of portfolio