Triad Wealth Partners, LLC Msci Eafe Value ETF Transaction History
Triad Wealth Partners, LLC
- $495 Billion
- Q2 2025
A detailed history of Triad Wealth Partners, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 243,645 shares of EFV stock, worth $16 Million. This represents 3.12% of its overall portfolio holdings.
Number of Shares
243,645
Previous 144,057
69.13%
Holding current value
$16 Million
Previous $8.49 Billion
82.16%
% of portfolio
3.12%
Previous 2.64%
Shares
5 transactions
Others Institutions Holding EFV
# of Institutions
1,164Shares Held
352MCall Options Held
1.56MPut Options Held
0-
Envestnet Asset Management Inc70.1MShares$4.61 Billion1.37% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.7MShares$1.49 Billion0.51% of portfolio
-
Us Bancorp \De\13.6MShares$895 Million1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY12.3MShares$808 Million0.06% of portfolio
-
Morgan Stanley New York, NY9.03MShares$593 Million0.04% of portfolio