Lodestone Wealth Management LLC Msci Eafe Value ETF Transaction History
Lodestone Wealth Management LLC
- $190 Billion
- Q2 2024
A detailed history of Lodestone Wealth Management LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 10,121 shares of EFV stock, worth $557,869. This represents 0.28% of its overall portfolio holdings.
Number of Shares
10,121
Previous 10,110
0.11%
Holding current value
$557,869
Previous $550 Million
2.39%
% of portfolio
0.28%
Previous 0.29%
Shares
6 transactions
Others Institutions Holding EFV
# of Institutions
949Shares Held
259MCall Options Held
1.5MPut Options Held
0-
Envestnet Asset Management Inc36.8MShares$2.03 Billion0.76% of portfolio
-
Jones Financial Companies Lllp14.7MShares$810 Million1.09% of portfolio
-
Us Bancorp \De\11.5MShares$635 Million0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY10.7MShares$591 Million0.05% of portfolio
-
Jane Street Group, LLC New York, NY9.91MShares$546 Million0.74% of portfolio