Peninsula Wealth, LLC Msci Eafe Value ETF Transaction History
Peninsula Wealth, LLC
- $581 Million
- Q4 2024
A detailed history of Peninsula Wealth, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Peninsula Wealth, LLC holds 123,589 shares of EFV stock, worth $7.03 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
123,589
Previous 114,582
7.86%
Holding current value
$7.03 Million
Previous $6.59 Million
1.62%
% of portfolio
1.12%
Previous 1.18%
Shares
4 transactions
Others Institutions Holding EFV
# of Institutions
1,080Shares Held
324MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc58MShares$3.3 Billion1.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.2MShares$978 Million0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$815 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$728 Million0.89% of portfolio
-
Jones Financial Companies Lllp12.6MShares$717 Million0.63% of portfolio