W.G. Shaheen & Associates Dba Whitney & CO Msci Eafe Value ETF Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$915 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 13, 2018	SELL	$49.68 - $52.91 $3,726 - $3,968	-75 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$50.85 - $56.38 $3,813 - $4,228	75 New	75 $4,000

Others Institutions Holding EFV

# of Institutions

1,018

Shares Held

295M

Call Options Held

1.46M

Put Options Held

Envestnet Asset Management Inc

54M
Shares

$2.91 Billion
1.03% of portfolio
Jones Financial Companies Lllp

14.6M
Shares

$790 Million
0.87% of portfolio
Jpmorgan Chase & CO New York, NY

13.2M
Shares

$714 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

12.8M
Shares

$689 Million
0.34% of portfolio
Us Bancorp \De\

12.3M
Shares

$665 Million
0.92% of portfolio

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
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Industry ETFs

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