One Wealth Management Investment & Advisory Services, LLC Msci Eafe Value ETF Transaction History
One Wealth Management Investment & Advisory Services, LLC
- $251 Billion
- Q2 2024
A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 61,362 shares of EFV stock, worth $3.55 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
61,362
Previous 96,218
36.23%
Holding current value
$3.55 Million
Previous $5.23 Billion
37.82%
% of portfolio
1.3%
Previous 2.14%
Shares
3 transactions
Others Institutions Holding EFV
# of Institutions
960Shares Held
224MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$1.46 Billion0.47% of portfolio
-
Jones Financial Companies Lllp14.3MShares$828 Million0.88% of portfolio
-
Us Bancorp \De\11.8MShares$681 Million0.86% of portfolio
-
Jpmorgan Chase & CO New York, NY9.14MShares$529 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.98MShares$462 Million0.03% of portfolio