Octavia Wealth Advisors, LLC Msci Eafe Value ETF Transaction History

Octavia Wealth Advisors, LLC

  • $732 Million
  • Q2 2024

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 522,325 shares of EFV stock, worth $30.2 Million. This represents 3.78% of its overall portfolio holdings.

Number of Shares
522,325
Previous 500,602 4.34%
Holding current value
$30.2 Million
Previous $27.2 Million 1.73%
% of portfolio
3.78%
Previous 4.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
BUY
$52.34 - $56.41 $1.14 Million - $1.23 Million
21,723 Added 4.34%
522,325 $27.7 Million
Q1 2024

Apr 15, 2024
BUY
$50.46 - $54.5 $25.3 Million - $27.3 Million
500,602 New
500,602 $27.2 Million
Q3 2023

Oct 30, 2023
BUY
$47.71 - $51.06 $238,836 - $255,606
5,006 New
5,006 $244,000

Others Institutions Holding EFV

# of Institutions
960
Shares Held
224M
Call Options Held
0
Put Options Held
0
View Full List

About MSCI EAFE VALUE ETF

EFV Quotes by TradingView
  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
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