Shakespeare Wealth Management, Inc. Msci Eafe Value ETF Transaction History
Shakespeare Wealth Management, Inc.
- $379 Million
- Q3 2024
A detailed history of Shakespeare Wealth Management, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 301,200 shares of EFV stock, worth $16.7 Million. This represents 4.57% of its overall portfolio holdings.
Number of Shares
301,200Holding current value
$16.7 Million% of portfolio
4.57%Shares
1 transactions
Others Institutions Holding EFV
# of Institutions
1,060Shares Held
309MCall Options Held
290KPut Options Held
0-
Envestnet Asset Management Inc54MShares$3 Billion1.03% of portfolio
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Lpl Financial LLC Fort Mill, SC17.2MShares$956 Million0.38% of portfolio
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Jpmorgan Chase & CO New York, NY13.2MShares$736 Million0.06% of portfolio
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Us Bancorp \De\12.8MShares$712 Million0.89% of portfolio
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Jones Financial Companies Lllp12.6MShares$700 Million0.63% of portfolio