Triad Wealth Partners, LLC Msci Eafe Value ETF Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 2024
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 56,837 shares of EFV stock, worth $3.16 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
56,837
Previous 352
16046.88%
Holding current value
$3.16 Million
Previous $18.7 Million
17413.84%
% of portfolio
1.74%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding EFV
# of Institutions
986Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54MShares$3 Billion1.03% of portfolio
-
Jones Financial Companies Lllp14.3MShares$796 Million0.88% of portfolio
-
Us Bancorp \De\12.3MShares$685 Million0.92% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.86MShares$548 Million2.03% of portfolio
-
Jpmorgan Chase & CO New York, NY9.14MShares$509 Million0.04% of portfolio