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 $2.15 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
38,754
Previous 36,342
6.64%
Holding current value
$2.15 Million
Previous $2.09 Billion
2.74%
% of portfolio
0.29%
Previous 0.28%
Shares
19 transactions
Others Institutions Holding EFV
# of Institutions
1,059Shares Held
303MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$3 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$736 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$712 Million0.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$710 Million0.34% of portfolio
-
Jones Financial Companies Lllp12.6MShares$700 Million0.63% of portfolio