Vertex Planning Partners, LLC Msci Eafe Value ETF Transaction History
Vertex Planning Partners, LLC
- $385 Billion
- Q2 2024
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 16,278 shares of EFV stock, worth $942,170. This represents 0.22% of its overall portfolio holdings.
Number of Shares
16,278
Previous 25,540
36.26%
Holding current value
$942,170
Previous $1.39 Billion
37.86%
% of portfolio
0.22%
Previous 0.38%
Shares
7 transactions
Others Institutions Holding EFV
# of Institutions
960Shares Held
224MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$1.46 Billion0.47% of portfolio
-
Jones Financial Companies Lllp14.3MShares$828 Million0.88% of portfolio
-
Us Bancorp \De\11.8MShares$681 Million0.86% of portfolio
-
Jpmorgan Chase & CO New York, NY9.14MShares$529 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.98MShares$462 Million0.03% of portfolio