Wealth Plan Partners, LLC Msci Eafe Value ETF Transaction History

Wealth Plan Partners, LLC

  • $966 Billion
  • Q1 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 24,786 shares of EFV stock, worth $1.35 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
24,786
Previous 36,434 31.97%
Holding current value
$1.35 Million
Previous $1.9 Billion 28.97%
% of portfolio
0.14%
Previous 0.2%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$42.3 - $46.73 $234,595 - $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
949
Shares Held
258M
Call Options Held
1.5M
Put Options Held
0
View Full List

About MSCI EAFE VALUE ETF

EFV Quotes by TradingView
  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
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