Spectrum Planning & Advisory Services Inc. Msci Eafe Value ETF Transaction History
Spectrum Planning & Advisory Services Inc.
- $133 Million
- Q2 2025
A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 121,414 shares of EFV stock, worth $7.98 Million. This represents 5.79% of its overall portfolio holdings.
Number of Shares
121,414
Previous 112,584
7.84%
Holding current value
$7.98 Million
Previous $6.64 Million
16.16%
% of portfolio
5.79%
Previous 6.37%
Shares
17 transactions
Others Institutions Holding EFV
# of Institutions
1,156Shares Held
342MCall Options Held
1.56MPut Options Held
0-
Envestnet Asset Management Inc70.1MShares$4.61 Billion1.37% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.1MShares$990 Million0.36% of portfolio
-
Us Bancorp \De\13.6MShares$895 Million1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY12.3MShares$808 Million0.06% of portfolio
-
Jones Financial Companies Lllp9.82MShares$646 Million0.52% of portfolio