Phillips Financial Management, LLC Msci Eafe Value ETF Call Options Transaction History
Phillips Financial Management, LLC
- $1.18 Billion
- Q2 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding EFV
# of Institutions
974Shares Held
236MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$1.39 Billion0.47% of portfolio
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Jones Financial Companies Lllp14.3MShares$792 Million0.88% of portfolio
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Us Bancorp \De\12.3MShares$683 Million0.92% of portfolio
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Jpmorgan Chase & CO New York, NY9.14MShares$507 Million0.04% of portfolio
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Morgan Stanley New York, NY7.98MShares$442 Million0.03% of portfolio