Org Wealth Partners, LLC Msci Eafe Value ETF Transaction History

Org Wealth Partners, LLC

$301 Billion
Q3 2024

A detailed history of Org Wealth Partners, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Org Wealth Partners, LLC holds 5,263 shares of EFV stock, worth $283,886. This represents 0.1% of its overall portfolio holdings.

Number of Shares

5,263

Holding current value

$283,886

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 11, 2024	BUY	$51.72 - $57.96 $272,202 - $305,043	5,263 New	5,263 $303 Million

Others Institutions Holding EFV

# of Institutions

1,018

Shares Held

295M

Call Options Held

1.46M

Put Options Held

Envestnet Asset Management Inc

54M
Shares

$2.91 Billion
1.03% of portfolio
Jones Financial Companies Lllp

14.6M
Shares

$790 Million
0.87% of portfolio
Jpmorgan Chase & CO New York, NY

13.2M
Shares

$714 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

12.8M
Shares

$689 Million
0.34% of portfolio
Us Bancorp \De\

12.3M
Shares

$665 Million
0.92% of portfolio

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

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Org Wealth Partners, LLC Msci Eafe Value ETF Transaction History