Shore Haven Wealth Partners, LLC Msci Eafe Value ETF Transaction History
Shore Haven Wealth Partners, LLC
- $203 Million
- Q4 2024
A detailed history of Shore Haven Wealth Partners, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 141,906 shares of EFV stock, worth $8.13 Million. This represents 3.67% of its overall portfolio holdings.
Number of Shares
141,906
Previous 127,725
11.1%
Holding current value
$8.13 Million
Previous $7.35 Million
1.32%
% of portfolio
3.67%
Previous 3.63%
Shares
12 transactions
Others Institutions Holding EFV
# of Institutions
1,087Shares Held
324MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc58MShares$3.33 Billion1.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.2MShares$985 Million0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$821 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$734 Million0.89% of portfolio
-
Jones Financial Companies Lllp12.6MShares$722 Million0.63% of portfolio