Vance Wealth, Inc. Msci Eafe Value ETF Transaction History
Vance Wealth, Inc.
- $287 Million
- Q2 2025
A detailed history of Vance Wealth, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Vance Wealth, Inc. holds 56,262 shares of EFV stock, worth $3.82 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
56,262
Previous 58,029
3.05%
Holding current value
$3.82 Million
Previous $3.42 Million
4.42%
% of portfolio
1.25%
Previous 1.31%
Shares
15 transactions
Others Institutions Holding EFV
# of Institutions
1,179Shares Held
358MCall Options Held
1.3MPut Options Held
0-
Envestnet Asset Management Inc70.1MShares$4.76 Billion1.37% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.7MShares$1.54 Billion0.51% of portfolio
-
Us Bancorp \De\13.6MShares$923 Million1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY12.3MShares$834 Million0.06% of portfolio
-
Morgan Stanley New York, NY12MShares$813 Million0.05% of portfolio