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 $15.7 Million. This represents 4.57% of its overall portfolio holdings.
Number of Shares
301,200Holding current value
$15.7 Million% of portfolio
4.57%Shares
1 transactions
Others Institutions Holding EFV
# of Institutions
1,023Shares Held
297MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$2.82 Billion1.03% of portfolio
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Jones Financial Companies Lllp14.6MShares$766 Million0.87% of portfolio
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Jpmorgan Chase & CO New York, NY13.2MShares$692 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.8MShares$668 Million0.34% of portfolio
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Us Bancorp \De\12.3MShares$644 Million0.92% of portfolio