Vertex Planning Partners, LLC Msci Eafe Value ETF Transaction History
Vertex Planning Partners, LLC
- $458 Billion
- Q1 2025
A detailed history of Vertex Planning Partners, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 101,512 shares of EFV stock, worth $6.41 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
101,512
Previous 44,029
130.56%
Holding current value
$6.41 Million
Previous $2.31 Billion
158.99%
% of portfolio
1.31%
Previous 0.51%
Shares
10 transactions
Others Institutions Holding EFV
# of Institutions
1,125Shares Held
297MCall Options Held
1.56MPut Options Held
0-
Envestnet Asset Management Inc46.7MShares$2.95 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.1MShares$951 Million0.36% of portfolio
-
Us Bancorp \De\13.1MShares$826 Million1.04% of portfolio
-
Jpmorgan Chase & CO New York, NY12.3MShares$777 Million0.06% of portfolio
-
Jones Financial Companies Lllp9.82MShares$621 Million0.52% of portfolio