Waller Financial Planning Group, Inc Msci Eafe Value ETF Transaction History
Waller Financial Planning Group, Inc
- $397 Million
- Q4 2024
A detailed history of Waller Financial Planning Group, Inc transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 96,885 shares of EFV stock, worth $5.53 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
96,885
Previous 98,657
1.8%
Holding current value
$5.53 Million
Previous $5.68 Million
10.43%
% of portfolio
1.28%
Previous 1.41%
Shares
25 transactions
Others Institutions Holding EFV
# of Institutions
1,074Shares Held
323MCall Options Held
290KPut Options Held
0-
Envestnet Asset Management Inc58MShares$3.31 Billion1.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.2MShares$982 Million0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$818 Million0.06% of portfolio
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Us Bancorp \De\12.8MShares$731 Million0.89% of portfolio
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Jones Financial Companies Lllp12.6MShares$719 Million0.63% of portfolio