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 $8.68 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
123,589
Previous 114,582
7.86%
Holding current value
$8.68 Million
Previous $6.59 Million
1.62%
% of portfolio
1.12%
Previous 1.18%
Shares
4 transactions
Others Institutions Holding EFV
# of Institutions
1,253Shares Held
351MCall Options Held
1.22MPut Options Held
0-
Envestnet Asset Management Inc60.5MShares$4.25 Billion1.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.7MShares$1.46 Billion0.44% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$1 Billion0.06% of portfolio
-
Us Bancorp \De\14MShares$983 Million1.15% of portfolio
-
Morgan Stanley New York, NY11.8MShares$826 Million0.05% of portfolio