Summit Financial Strategies, Inc. Msci Eafe Value ETF Transaction History
Summit Financial Strategies, Inc.
- $821 Million
- Q3 2024
A detailed history of Summit Financial Strategies, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 47,146 shares of EFV stock, worth $2.45 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
47,146
Previous 50,490
6.62%
Holding current value
$2.45 Million
Previous $2.68 Million
1.31%
% of portfolio
0.33%
Previous 0.36%
Shares
17 transactions
Others Institutions Holding EFV
# of Institutions
1,022Shares Held
297MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$2.81 Billion1.03% of portfolio
-
Jones Financial Companies Lllp14.6MShares$763 Million0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$689 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$665 Million0.34% of portfolio
-
Us Bancorp \De\12.3MShares$641 Million0.92% of portfolio