Liberty Wealth Management LLC Ishares Msci Eafe Min Vol Fact Transaction History
Liberty Wealth Management LLC
- $578 Million
- Q4 2024
Shares
10 transactions
Others Institutions Holding EFAV
# of Institutions
529Shares Held
53.1MCall Options Held
7.2KPut Options Held
100-
Bank Of America Corp Charlotte, NC23MShares$1.89 Billion0.14% of portfolio
-
Black Rock Inc. New York, NY4.57MShares$377 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.12MShares$175 Million0.01% of portfolio
-
Wharton Business Group, LLC Malvern, PA1.67MShares$137 Million5.32% of portfolio
-
Envestnet Asset Management Inc1.56MShares$129 Million0.04% of portfolio