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 $3.06 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
56,837
Previous 352
16046.88%
Holding current value
$3.06 Million
Previous $18.7 Million
17413.84%
% of portfolio
1.74%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding EFV
# of Institutions
1,020Shares Held
295MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$2.91 Billion1.03% of portfolio
-
Jones Financial Companies Lllp14.6MShares$789 Million0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$713 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.8MShares$688 Million0.34% of portfolio
-
Us Bancorp \De\12.3MShares$664 Million0.92% of portfolio