Opes Wealth Management LLC Msci Eafe Value ETF Transaction History

Opes Wealth Management LLC

  • $514 Million
  • Q3 2024

A detailed history of Opes Wealth Management LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Opes Wealth Management LLC holds 5,441 shares of EFV stock, worth $285,978. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,441
Previous 5,441 -0.0%
Holding current value
$285,978
Previous $288,000 8.68%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
BUY
$50.46 - $54.5 $49,349 - $53,301
978 Added 21.91%
5,441 $295,000
Q4 2023

Jan 31, 2024
SELL
$46.57 - $52.25 $15,461 - $17,347
-332 Reduced 6.92%
4,463 $232,000
Q3 2023

Nov 02, 2023
SELL
$47.71 - $51.06 $76,860 - $82,257
-1,611 Reduced 25.15%
4,795 $234,000
Q2 2023

Aug 02, 2023
BUY
$47.6 - $50.24 $304,925 - $321,837
6,406 New
6,406 $313,000

Others Institutions Holding EFV

# of Institutions
1,025
Shares Held
297M
Call Options Held
1.46M
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
Track This Portfolio

Track Opes Wealth Management LLC Portfolio

Follow Opes Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Opes Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Opes Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email