Source Financial Advisors LLC Msci Eafe Value ETF Transaction History
Source Financial Advisors LLC
- $325 Million
- Q2 2024
A detailed history of Source Financial Advisors LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Source Financial Advisors LLC holds 17,388 shares of EFV stock, worth $988,507. This represents 0.28% of its overall portfolio holdings.
Number of Shares
17,388
Previous 17,281
0.62%
Holding current value
$988,507
Previous $940,000
1.91%
% of portfolio
0.28%
Previous 0.29%
Shares
15 transactions
Others Institutions Holding EFV
# of Institutions
964Shares Held
226MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$1.43 Billion0.47% of portfolio
-
Jones Financial Companies Lllp14.3MShares$813 Million0.88% of portfolio
-
Us Bancorp \De\11.8MShares$669 Million0.86% of portfolio
-
Jpmorgan Chase & CO New York, NY9.14MShares$520 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.98MShares$453 Million0.03% of portfolio