Lifeworks Advisors, LLC Msci Eafe Value ETF Transaction History
Lifeworks Advisors, LLC
- $351 Million
- Q2 2024
A detailed history of Lifeworks Advisors, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 8,692 shares of EFV stock, worth $481,623. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,692
Previous 14,948
41.85%
Holding current value
$481,623
Previous $813,000
43.3%
% of portfolio
0.13%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding EFV
# of Institutions
974Shares Held
236MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$1.39 Billion0.47% of portfolio
-
Jones Financial Companies Lllp14.3MShares$792 Million0.88% of portfolio
-
Us Bancorp \De\12.3MShares$683 Million0.92% of portfolio
-
Jpmorgan Chase & CO New York, NY9.14MShares$507 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.98MShares$442 Million0.03% of portfolio