Peninsula Wealth, LLC Msci Eafe Value ETF Transaction History

Peninsula Wealth, LLC

  • $558 Million
  • Q3 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 114,582 shares of EFV stock, worth $6.17 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares
114,582
Previous 133,992 14.49%
Holding current value
$6.17 Million
Previous $7.11 Million 7.25%
% of portfolio
1.18%
Previous 1.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$51.72 - $57.96 $1 Million - $1.13 Million
-19,410 Reduced 14.49%
114,582 $6.59 Million
Q2 2024

Aug 13, 2024
BUY
$52.34 - $56.41 $3.79 Million - $4.08 Million
72,392 Added 117.52%
133,992 $7.11 Million
Q1 2024

May 30, 2024
BUY
$50.46 - $54.5 $3.11 Million - $3.36 Million
61,600 New
61,600 $3.35 Million

Others Institutions Holding EFV

# of Institutions
1,020
Shares Held
295M
Call Options Held
1.46M
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
Track This Portfolio

Track Peninsula Wealth, LLC Portfolio

Follow Peninsula Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Peninsula Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email