Shore Haven Wealth Partners, LLC Msci Eafe Value ETF Transaction History

Shore Haven Wealth Partners, LLC

  • $202 Million
  • Q3 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 127,725 shares of EFV stock, worth $6.88 Million. This represents 3.63% of its overall portfolio holdings.

Number of Shares
127,725
Previous 82,073 55.62%
Holding current value
$6.88 Million
Previous $4.35 Million 68.8%
% of portfolio
3.63%
Previous 2.33%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$51.72 - $57.96 $2.36 Million - $2.65 Million
45,652 Added 55.62%
127,725 $7.35 Million
Q2 2024

Jul 24, 2024
BUY
$52.34 - $56.41 $217,996 - $234,947
4,165 Added 5.35%
82,073 $4.35 Million
Q1 2024

May 02, 2024
SELL
$50.46 - $54.5 $1.01 Million - $1.09 Million
-19,954 Reduced 20.39%
77,908 $4.24 Million
Q4 2023

Feb 06, 2024
SELL
$46.57 - $52.25 $621,290 - $697,067
-13,341 Reduced 12.0%
97,862 $5.1 Million
Q3 2023

Oct 24, 2023
BUY
$47.71 - $51.06 $1.58 Million - $1.69 Million
33,187 Added 42.54%
111,203 $5.44 Million
Q2 2023

Jul 19, 2023
BUY
$47.6 - $50.24 $127,377 - $134,442
2,676 Added 3.55%
78,016 $3.82 Million
Q1 2023

Apr 14, 2023
SELL
$45.61 - $50.02 $697,240 - $764,655
-15,287 Reduced 16.87%
75,340 $3.66 Million
Q4 2022

Jan 24, 2023
BUY
$38.5 - $46.73 $829,251 - $1.01 Million
21,539 Added 31.18%
90,627 $0
Q3 2022

Nov 09, 2022
SELL
$38.45 - $45.24 $481,470 - $566,495
-12,522 Reduced 15.34%
69,088 $2.66 Million
Q2 2022

Aug 01, 2022
SELL
$43.33 - $50.78 $842,985 - $987,924
-19,455 Reduced 19.25%
81,610 $3.54 Million
Q1 2022

May 13, 2022
BUY
$45.64 - $53.35 $4.61 Million - $5.39 Million
101,065 New
101,065 $5.08 Million

Others Institutions Holding EFV

# of Institutions
1,020
Shares Held
295M
Call Options Held
1.46M
Put Options Held
0
View Full List

About MSCI EAFE VALUE ETF

EFV Quotes by TradingView
  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
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