Stone Point Wealth LLC Msci Eafe Value ETF Transaction History
Stone Point Wealth LLC
- $347 Million
- Q3 2025
A detailed history of Stone Point Wealth LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Stone Point Wealth LLC holds 3,213 shares of EFV stock, worth $225,745. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,213
Previous 3,266
1.62%
Holding current value
$225,745
Previous $207,000
4.83%
% of portfolio
0.06%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding EFV
# of Institutions
1,254Shares Held
349MCall Options Held
1.22MPut Options Held
0-
Envestnet Asset Management Inc60.5MShares$4.25 Billion1.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.7MShares$1.46 Billion0.44% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$1 Billion0.06% of portfolio
-
Us Bancorp \De\14MShares$983 Million1.15% of portfolio
-
Morgan Stanley New York, NY11.8MShares$826 Million0.05% of portfolio