Modera Wealth Management, LLC Msci Eafe Value ETF Transaction History
Modera Wealth Management, LLC
- $7.26 Billion
- Q1 2025
A detailed history of Modera Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Modera Wealth Management, LLC holds 1,907,217 shares of EFV stock, worth $121 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
1,907,217
Previous 2,004,885
4.87%
Holding current value
$121 Million
Previous $105 Million
6.86%
% of portfolio
1.55%
Previous 1.29%
Shares
18 transactions
Others Institutions Holding EFV
# of Institutions
1,126Shares Held
296MCall Options Held
1.56MPut Options Held
0-
Envestnet Asset Management Inc46.7MShares$2.97 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.1MShares$958 Million0.36% of portfolio
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Us Bancorp \De\13.1MShares$832 Million1.04% of portfolio
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Jpmorgan Chase & CO New York, NY12.3MShares$782 Million0.06% of portfolio
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Jones Financial Companies Lllp9.82MShares$625 Million0.52% of portfolio