True Wealth Advisors, LLC Msci Eafe Value ETF Transaction History
True Wealth Advisors, LLC
- $249 Million
- Q2 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 5,559 shares of EFV stock, worth $316,418. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,559
Previous 6,297
11.72%
Holding current value
$316,418
Previous $342,000
14.04%
% of portfolio
0.12%
Previous 0.14%
Shares
15 transactions
Others Institutions Holding EFV
# of Institutions
961Shares Held
223MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$1.43 Billion0.47% of portfolio
-
Jones Financial Companies Lllp14.3MShares$814 Million0.88% of portfolio
-
Us Bancorp \De\11.8MShares$670 Million0.86% of portfolio
-
Jpmorgan Chase & CO New York, NY9.14MShares$520 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.98MShares$454 Million0.03% of portfolio