Lifelong Wealth Advisors, Inc. Msci Eafe Value ETF Transaction History
Lifelong Wealth Advisors, Inc.
- $213 Billion
- Q1 2025
A detailed history of Lifelong Wealth Advisors, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 66,689 shares of EFV stock, worth $4.07 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
66,689
Previous 78,339
14.87%
Holding current value
$4.07 Million
Previous $4.11 Billion
4.37%
% of portfolio
1.84%
Previous 1.85%
Shares
2 transactions
Others Institutions Holding EFV
# of Institutions
1,103Shares Held
305MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc46.7MShares$2.85 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.2MShares$1.05 Billion0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$873 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$780 Million0.89% of portfolio
-
Jones Financial Companies Lllp12.6MShares$768 Million0.63% of portfolio