Wells Financial Advisors Inc Msci Eafe Value ETF Transaction History
Wells Financial Advisors Inc
- $73.1 Million
- Q3 2024
A detailed history of Wells Financial Advisors Inc transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Wells Financial Advisors Inc holds 663 shares of EFV stock, worth $35,609. This represents 0.05% of its overall portfolio holdings.
Number of Shares
663
Previous 9,082
92.7%
Holding current value
$35,609
Previous $481,000
92.1%
% of portfolio
0.05%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding EFV
# of Institutions
1,022Shares Held
297MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$2.9 Billion1.03% of portfolio
-
Jones Financial Companies Lllp14.6MShares$787 Million0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$711 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$686 Million0.34% of portfolio
-
Us Bancorp \De\12.3MShares$662 Million0.92% of portfolio