Integrated Wealth Concepts LLC Msci Eafe Value ETF Transaction History
Integrated Wealth Concepts LLC
- $8.03 Billion
- Q1 2025
A detailed history of Integrated Wealth Concepts LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 319,011 shares of EFV stock, worth $20.3 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
319,011
Previous 393,590
18.95%
Holding current value
$20.3 Million
Previous $20.7 Million
8.95%
% of portfolio
0.23%
Previous 0.25%
Shares
28 transactions
Others Institutions Holding EFV
# of Institutions
1,156Shares Held
311MCall Options Held
1.56MPut Options Held
0-
Envestnet Asset Management Inc46.7MShares$2.98 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.1MShares$960 Million0.36% of portfolio
-
Us Bancorp \De\13.6MShares$868 Million1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY12.3MShares$784 Million0.06% of portfolio
-
Jones Financial Companies Lllp9.82MShares$626 Million0.52% of portfolio