Octavia Wealth Advisors, LLC Msci Eafe Value ETF Transaction History
Octavia Wealth Advisors, LLC
- $818 Million
- Q1 2025
A detailed history of Octavia Wealth Advisors, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 429,251 shares of EFV stock, worth $26 Million. This represents 3.12% of its overall portfolio holdings.
Number of Shares
429,251
Previous 577,379
25.66%
Holding current value
$26 Million
Previous $30.3 Million
15.74%
% of portfolio
3.12%
Previous 3.68%
Shares
6 transactions
Others Institutions Holding EFV
# of Institutions
1,102Shares Held
320MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc58MShares$3.51 Billion1.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.2MShares$1.04 Billion0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$867 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$775 Million0.89% of portfolio
-
Jones Financial Companies Lllp12.6MShares$762 Million0.63% of portfolio