Talisman Wealth Advisors LLC Msci Eafe Value ETF Transaction History
Talisman Wealth Advisors LLC
- $110 Million
- Q2 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 7,175 shares of EFV stock, worth $486,178. This represents 0.41% of its overall portfolio holdings.
Number of Shares
7,175
Previous 6,564
9.31%
Holding current value
$486,178
Previous $386,000
17.88%
% of portfolio
0.41%
Previous 0.4%
Shares
3 transactions
Others Institutions Holding EFV
# of Institutions
1,187Shares Held
357MCall Options Held
1.3MPut Options Held
0-
Envestnet Asset Management Inc70.1MShares$4.75 Billion1.37% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.7MShares$1.54 Billion0.51% of portfolio
-
Us Bancorp \De\13.6MShares$922 Million1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY12.3MShares$833 Million0.06% of portfolio
-
Morgan Stanley New York, NY12MShares$813 Million0.05% of portfolio