Naviter Wealth, LLC Msci Eafe Value ETF Transaction History

Naviter Wealth, LLC

$814 Million
Q4 2024

A detailed history of Naviter Wealth, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Naviter Wealth, LLC holds 9,390 shares of EFV stock, worth $522,084. This represents 0.06% of its overall portfolio holdings.

Number of Shares

9,390

Holding current value

$522,084

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$51.78 - $57.15 $486,214 - $536,638	9,390 New	9,390 $492,000

Others Institutions Holding EFV

# of Institutions

1,059

Shares Held

303M

Call Options Held

1.46M

Put Options Held

Envestnet Asset Management Inc

54M
Shares

$3 Billion
1.03% of portfolio
Jpmorgan Chase & CO New York, NY

13.2M
Shares

$736 Million
0.06% of portfolio
Us Bancorp \De\

12.8M
Shares

$712 Million
0.89% of portfolio
Lpl Financial LLC Fort Mill, SC

12.8M
Shares

$710 Million
0.34% of portfolio
Jones Financial Companies Lllp

12.6M
Shares

$700 Million
0.63% 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 Naviter Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Naviter Wealth, LLC with notifications on news.

Account