Talisman Wealth Advisors LLC Msci Eafe Value ETF Transaction History
Talisman Wealth Advisors LLC
- $97.5 Million
- Q1 2025
A detailed history of Talisman Wealth Advisors LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 6,564 shares of EFV stock, worth $417,470. This represents 0.4% of its overall portfolio holdings.
Number of Shares
6,564
Previous 4,313
52.19%
Holding current value
$417,470
Previous $248,000
55.65%
% of portfolio
0.4%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding EFV
# of Institutions
1,126Shares Held
296MCall Options Held
1.56MPut Options Held
0-
Envestnet Asset Management Inc46.7MShares$2.97 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.1MShares$958 Million0.36% of portfolio
-
Us Bancorp \De\13.1MShares$832 Million1.04% of portfolio
-
Jpmorgan Chase & CO New York, NY12.3MShares$782 Million0.06% of portfolio
-
Jones Financial Companies Lllp9.82MShares$625 Million0.52% of portfolio