Org Wealth Partners, LLC Msci Eafe Value ETF Transaction History

Org Wealth Partners, LLC

  • $139 Million
  • Q4 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 7,058 shares of EFV stock, worth $400,753. This represents 0.27% of its overall portfolio holdings.

Number of Shares
7,058
Previous 5,263 34.11%
Holding current value
$400,753
Previous $303 Million 99.88%
% of portfolio
0.27%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$51.78 - $57.15 $92,945 - $102,584
1,795 Added 34.11%
7,058 $370,000
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
1,079
Shares Held
324M
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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