Lake Point Wealth Management Msci Eafe Value ETF Transaction History

Lake Point Wealth Management

$176 Million
Q2 2022

A detailed history of Lake Point Wealth Management transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Lake Point Wealth Management holds 59 shares of EFV stock, worth $3,535. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$3,535

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 19, 2022	BUY	$43.33 - $50.78 $2,556 - $2,996	59 New	59 $3,000

Others Institutions Holding EFV

# of Institutions

1,092

Shares Held

324M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

58M
Shares

$3.48 Billion
1.01% of portfolio
Lpl Financial LLC Fort Mill, SC

17.2M
Shares

$1.03 Billion
0.38% of portfolio
Jpmorgan Chase & CO New York, NY

14.3M
Shares

$858 Million
0.06% of portfolio
Us Bancorp \De\

12.8M
Shares

$767 Million
0.89% of portfolio
Jones Financial Companies Lllp

12.6M
Shares

$755 Million
0.63% of portfolio

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lake Point Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Lake Point Wealth Management with notifications on news.

Account

Lake Point Wealth Management Msci Eafe Value ETF Transaction History