Sound Financial Strategies Group, LLC Msci Eafe Value ETF Transaction History
Sound Financial Strategies Group, LLC
- $114 Million
- Q3 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 13,272 shares of EFV stock, worth $693,992. This represents 0.67% of its overall portfolio holdings.
Number of Shares
13,272
Previous 13,348
0.57%
Holding current value
$693,992
Previous $707,000
7.92%
% of portfolio
0.67%
Previous 0.68%
Shares
9 transactions
Others Institutions Holding EFV
# of Institutions
1,022Shares Held
297MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$2.82 Billion1.03% of portfolio
-
Jones Financial Companies Lllp14.6MShares$766 Million0.87% of portfolio
-
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