Holistic Planning, LLC Msci Eafe Value ETF Transaction History

Holistic Planning, LLC

  • $130 Billion
  • Q2 2024

A detailed history of Holistic Planning, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 7,511 shares of EFV stock, worth $416,484. This represents 0.31% of its overall portfolio holdings.

Number of Shares
7,511
Previous 8,115 7.44%
Holding current value
$416,484
Previous $441 Million 7.44%
% of portfolio
0.31%
Previous 0.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
SELL
$52.34 - $56.41 $31,613 - $34,071
-604 Reduced 7.44%
7,511 $409 Million
Q1 2024

May 01, 2024
SELL
$50.46 - $54.5 $50,964 - $55,045
-1,010 Reduced 11.07%
8,115 $441 Million
Q4 2023

Feb 14, 2024
BUY
$46.57 - $52.25 $424,951 - $476,781
9,125 New
9,125 $475 Million

Others Institutions Holding EFV

# of Institutions
960
Shares Held
223M
Call Options Held
0
Put Options Held
0
View Full List

About MSCI EAFE VALUE ETF

EFV Quotes by TradingView
  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
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