Polaris Wealth Advisory Group, LLC Msci Eafe Value ETF Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
A detailed history of Polaris Wealth Advisory Group, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 82,177 shares of EFV stock, worth $5.37 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
82,177Holding current value
$5.37 Million% of portfolio
0.31%Shares
16 transactions
Others Institutions Holding EFV
# of Institutions
1,152Shares Held
309MCall Options Held
1.56MPut Options Held
0-
Envestnet Asset Management Inc46.7MShares$3.05 Billion0.92% of portfolio
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Lpl Financial LLC Fort Mill, SC15.1MShares$983 Million0.36% of portfolio
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Us Bancorp \De\13.6MShares$889 Million1.1% of portfolio
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Jpmorgan Chase & CO New York, NY12.3MShares$803 Million0.06% of portfolio
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Jones Financial Companies Lllp9.82MShares$641 Million0.52% of portfolio