Triad Wealth Partners, LLC Msci Eafe Value ETF Transaction History
Triad Wealth Partners, LLC
- $277 Billion
- Q4 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 141,099 shares of EFV stock, worth $8.45 Million. This represents 2.67% of its overall portfolio holdings.
Number of Shares
141,099
Previous 56,837
148.25%
Holding current value
$8.45 Million
Previous $3.27 Billion
126.42%
% of portfolio
2.67%
Previous 1.74%
Shares
3 transactions
Others Institutions Holding EFV
# of Institutions
1,092Shares Held
324MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc58MShares$3.48 Billion1.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.2MShares$1.03 Billion0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$858 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$767 Million0.89% of portfolio
-
Jones Financial Companies Lllp12.6MShares$755 Million0.63% of portfolio