Wingate Wealth Advisors, Inc. Msci Eafe Value ETF Transaction History
Wingate Wealth Advisors, Inc.
- $102 Billion
- Q4 2024
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 35,671 shares of EFV stock, worth $2.12 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
35,671Holding current value
$2.12 Million% of portfolio
1.84%Shares
1 transactions
Others Institutions Holding EFV
# of Institutions
1,095Shares Held
324MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc58MShares$3.45 Billion1.01% of portfolio
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Lpl Financial LLC Fort Mill, SC17.2MShares$1.02 Billion0.38% of portfolio
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Jpmorgan Chase & CO New York, NY14.3MShares$852 Million0.06% of portfolio
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Us Bancorp \De\12.8MShares$761 Million0.89% of portfolio
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Jones Financial Companies Lllp12.6MShares$749 Million0.63% of portfolio