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 $295,359. This represents 0.1% of its overall portfolio holdings.

Number of Shares

5,263

Holding current value

$295,359

% 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

970

Shares Held

230M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

25.2M
Shares

$1.41 Billion
0.47% of portfolio
Jones Financial Companies Lllp

14.3M
Shares

$803 Million
0.88% of portfolio
Us Bancorp \De\

11.8M
Shares

$661 Million
0.86% of portfolio
Jpmorgan Chase & CO New York, NY

9.14M
Shares

$513 Million
0.04% of portfolio
Morgan Stanley New York, NY

7.98M
Shares

$448 Million
0.03% of portfolio

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Org Wealth Partners, LLC with notifications on news.

Account

Org Wealth Partners, LLC Msci Eafe Value ETF Transaction History