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 $5.32 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
96,885
Previous 98,657
1.8%
Holding current value
$5.32 Million
Previous $5.68 Million
10.43%
% of portfolio
1.28%
Previous 1.41%
Shares
25 transactions
Others Institutions Holding EFV
# of Institutions
1,056Shares Held
301MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$2.96 Billion1.03% of portfolio
-
Jones Financial Companies Lllp14.6MShares$804 Million0.87% of portfolio
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Jpmorgan Chase & CO New York, NY13.2MShares$726 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.8MShares$701 Million0.34% of portfolio
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Us Bancorp \De\12.3MShares$676 Million0.92% of portfolio