Sound Financial Strategies Group, LLC Msci Eafe Value ETF Transaction History
Sound Financial Strategies Group, LLC
- $109 Million
- Q4 2024
A detailed history of Sound Financial Strategies Group, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 12,098 shares of EFV stock, worth $719,468. This represents 0.58% of its overall portfolio holdings.
Number of Shares
12,098
Previous 13,272
8.85%
Holding current value
$719,468
Previous $763,000
16.91%
% of portfolio
0.58%
Previous 0.67%
Shares
10 transactions
Others Institutions Holding EFV
# of Institutions
1,098Shares Held
325MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc58MShares$3.45 Billion1.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.2MShares$1.02 Billion0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$852 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$761 Million0.89% of portfolio
-
Jones Financial Companies Lllp12.6MShares$749 Million0.63% of portfolio