Madison Wealth Partners, Inc Msci Eafe Value ETF Transaction History

Madison Wealth Partners, Inc

$326 Million
Q3 2024

A detailed history of Madison Wealth Partners, Inc transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 4,013 shares of EFV stock, worth $216,461. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,013

Holding current value

$216,461

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 24, 2024	BUY	$51.72 - $57.96 $207,552 - $232,593	4,013 New	4,013 $230,000

Others Institutions Holding EFV

# of Institutions

1,018

Shares Held

295M

Call Options Held

1.46M

Put Options Held

Envestnet Asset Management Inc

54M
Shares

$2.91 Billion
1.03% of portfolio
Jones Financial Companies Lllp

14.6M
Shares

$790 Million
0.87% of portfolio
Jpmorgan Chase & CO New York, NY

13.2M
Shares

$714 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

12.8M
Shares

$689 Million
0.34% of portfolio
Us Bancorp \De\

12.3M
Shares

$665 Million
0.92% of portfolio

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Madison Wealth Partners, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Madison Wealth Partners, Inc with notifications on news.

Account

Madison Wealth Partners, Inc Msci Eafe Value ETF Transaction History