Wingate Wealth Advisors, Inc. Msci Eafe Value ETF Transaction History
Wingate Wealth Advisors, Inc.
- $86.9 Billion
- Q1 2025
A detailed history of Wingate Wealth Advisors, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 32,396 shares of EFV stock, worth $2.12 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
32,396
Previous 35,671
9.18%
Holding current value
$2.12 Million
Previous $1.87 Billion
2.02%
% of portfolio
2.2%
Previous 1.84%
Shares
2 transactions
Others Institutions Holding EFV
# of Institutions
1,152Shares Held
309MCall Options Held
1.56MPut Options Held
0-
Envestnet Asset Management Inc46.7MShares$3.05 Billion0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.1MShares$983 Million0.36% of portfolio
-
Us Bancorp \De\13.6MShares$889 Million1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY12.3MShares$803 Million0.06% of portfolio
-
Jones Financial Companies Lllp9.82MShares$641 Million0.52% of portfolio