Lord & Richards Wealth Management, LLC Msci Eafe Value ETF Transaction History
Lord & Richards Wealth Management, LLC
- $47.4 Billion
- Q4 2024
A detailed history of Lord & Richards Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 7,571 shares of EFV stock, worth $459,786. This represents 0.84% of its overall portfolio holdings.
Number of Shares
7,571Holding current value
$459,786% of portfolio
0.84%Shares
1 transactions
Others Institutions Holding EFV
# of Institutions
1,092Shares Held
324MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc58MShares$3.52 Billion1.01% of portfolio
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Lpl Financial LLC Fort Mill, SC17.2MShares$1.04 Billion0.38% of portfolio
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Jpmorgan Chase & CO New York, NY14.3MShares$870 Million0.06% of portfolio
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Us Bancorp \De\12.8MShares$778 Million0.89% of portfolio
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Jones Financial Companies Lllp12.6MShares$765 Million0.63% of portfolio