Lifelong Wealth Advisors, Inc. Msci Eafe Value ETF Transaction History
Lifelong Wealth Advisors, Inc.
- $301 Billion
- Q2 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 108,208 shares of EFV stock, worth $7 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
108,208
Previous 66,689
62.26%
Holding current value
$7 Million
Previous $3.93 Billion
74.76%
% of portfolio
2.28%
Previous 1.84%
Shares
3 transactions
Others Institutions Holding EFV
# of Institutions
1,156Shares Held
340MCall Options Held
1.56MPut Options Held
0-
Envestnet Asset Management Inc70.1MShares$4.54 Billion1.37% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.1MShares$974 Million0.36% of portfolio
-
Us Bancorp \De\13.6MShares$881 Million1.1% of portfolio
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Jpmorgan Chase & CO New York, NY12.3MShares$795 Million0.06% of portfolio
-
Jones Financial Companies Lllp9.82MShares$635 Million0.52% of portfolio