Sax Wealth Advisors, LLC Msci Eafe Value ETF Transaction History
Sax Wealth Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 42,591 shares of EFV stock, worth $2.36 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
42,591
Previous 42,952
0.84%
Holding current value
$2.36 Million
Previous $2.28 Million
7.55%
% of portfolio
0.22%
Previous 0.22%
Shares
17 transactions
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
-
Jones Financial Companies Lllp14.3MShares$792 Million0.88% of portfolio
-
Us Bancorp \De\12.3MShares$683 Million0.92% of portfolio
-
Jpmorgan Chase & CO New York, NY9.14MShares$507 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.98MShares$442 Million0.03% of portfolio