True Wealth Advisors, LLC Msci Eafe Value ETF Transaction History
True Wealth Advisors, LLC
- $262 Million
- Q4 2024
A detailed history of True Wealth Advisors, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 7,212 shares of EFV stock, worth $432,143. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,212
Previous 6,164
17.0%
Holding current value
$432,143
Previous $354,000
6.78%
% of portfolio
0.14%
Previous 0.13%
Shares
17 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