Wingate Wealth Advisors, Inc. Msci Eafe Value ETF Transaction History
Wingate Wealth Advisors, Inc.
- $144 Billion
- Q3 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 32,525 shares of EFV stock, worth $2.21 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
32,525
Previous 32,398
0.39%
Holding current value
$2.21 Million
Previous $2.06 Billion
7.27%
% of portfolio
1.53%
Previous 1.83%
Shares
4 transactions
Others Institutions Holding EFV
# of Institutions
1,197Shares Held
355MCall Options Held
1.3MPut Options Held
0-
Envestnet Asset Management Inc70.1MShares$4.77 Billion1.37% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.7MShares$1.55 Billion0.51% of portfolio
-
Us Bancorp \De\13.6MShares$926 Million1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY12.3MShares$837 Million0.06% of portfolio
-
Morgan Stanley New York, NY12MShares$816 Million0.05% of portfolio