Wealth Plan Partners, LLC Msci Eafe Value ETF Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

A detailed history of Wealth Plan Partners, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 38,754 shares of EFV stock, worth $2.21 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

38,754

Previous 36,342 6.64%

Holding current value

$2.21 Million

Previous $2.09 Billion 2.74%

% of portfolio

0.29%

Previous 0.28%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$51.78 - $57.15 $124,893 - $137,845	2,412 Added 6.64%	38,754 $2.03 Billion
Q3 2024 Nov 05, 2024	BUY	$51.72 - $57.96 $1.08 Million - $1.21 Million	20,866 Added 134.83%	36,342 $2.09 Billion
Q2 2024 Aug 09, 2024	SELL	$52.34 - $56.41 $487,285 - $525,177	-9,310 Reduced 37.56%	15,476 $821 Million
Q1 2024 May 07, 2024	SELL	$50.46 - $54.5 $587,758 - $634,816	-11,648 Reduced 31.97%	24,786 $1.35 Billion
Q4 2023 Jan 05, 2024	BUY	$46.57 - $52.25 $299,305 - $335,810	6,427 Added 21.42%	36,434 $1.9 Billion
Q3 2023 Nov 01, 2023	BUY	$47.71 - $51.06 $572,806 - $613,026	12,006 Added 66.7%	30,007 $1.47 Billion
Q2 2023 Jul 31, 2023	SELL	$47.6 - $50.24 $589,430 - $622,121	-12,383 Reduced 40.76%	18,001 $881 Million
Q1 2023 May 10, 2023	SELL	$45.61 - $50.02 $156,396 - $171,518	-3,429 Reduced 10.14%	30,384 $1.47 Billion
Q4 2022 Feb 16, 2023	BUY	$38.5 - $46.73 $213,521 - $259,164	5,546 Added 19.62%	33,813 $1.68 Billion
Q1 2022 May 03, 2022	BUY	$45.64 - $53.35 $15,106 - $17,658	331 Added 1.18%	28,267 $1.35 Million
Q4 2021 Feb 01, 2022	BUY	$48.8 - $52.57 $127,660 - $137,523	2,616 Added 10.33%	27,936 $1.44 Million
Q3 2021 Dec 09, 2021	BUY	$49.8 - $52.99 $215,833 - $229,658	4,334 Added 20.65%	25,320 $1.29 Million
Q2 2021 Aug 19, 2021	BUY	$51.35 - $54.74 $310,770 - $331,286	6,052 Added 40.52%	20,986 $1.11 Million
Q1 2021 May 11, 2021	BUY	$46.93 - $51.65 $152,569 - $167,914	3,251 Added 27.83%	14,934 $776,000
Q4 2020 Feb 09, 2021	BUY	$38.61 - $47.72 $451,080 - $557,512	11,683 New	11,683 $563,000
Q4 2018 Feb 20, 2019	SELL	$43.66 - $52.0 $197,386 - $235,092	-4,521 Closed	0 $0
Q3 2018 Nov 21, 2018	SELL	$49.68 - $52.91 $980,385 - $1.04 Million	-19,734 Reduced 81.36%	4,521 $214,000
Q2 2018 Aug 16, 2018	SELL	$50.85 - $56.38 $128,243 - $142,190	-2,522 Reduced 9.42%	24,255 $1.25 Million
Q1 2018 May 16, 2018	BUY	$53.17 - $59.57 $1.42 Million - $1.6 Million	26,777 New	26,777 $1.46 Million

Others Institutions Holding EFV

# of Institutions

1,074

Shares Held

323M

Call Options Held

290K

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Account

Wealth Plan Partners, LLC Msci Eafe Value ETF Transaction History