Tempus Wealth Planning, LLC Msci Eafe Value ETF Transaction History
Tempus Wealth Planning, LLC
- $226 Million
- Q2 2024
A detailed history of Tempus Wealth Planning, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 20,732 shares of EFV stock, worth $1.2 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
20,732
Previous 22,269
6.9%
Holding current value
$1.2 Million
Previous $1.21 Million
9.25%
% of portfolio
0.49%
Previous 0.59%
Shares
9 transactions
Others Institutions Holding EFV
# of Institutions
960Shares Held
224MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$1.46 Billion0.47% of portfolio
-
Jones Financial Companies Lllp14.3MShares$828 Million0.88% of portfolio
-
Us Bancorp \De\11.8MShares$681 Million0.86% of portfolio
-
Jpmorgan Chase & CO New York, NY9.14MShares$529 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.98MShares$462 Million0.03% of portfolio