Wr Wealth Planners, LLC Msci Eafe Value ETF Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 22,082 shares of EFV stock, worth $1.19 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

22,082

Previous 33,106 33.3%

Holding current value

$1.19 Million

Previous $1.76 Million 27.64%

% of portfolio

0.37%

Previous 0.55%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$51.72 - $57.96 $570,161 - $638,951	-11,024 Reduced 33.3%	22,082 $1.27 Million
Q2 2024 Jul 31, 2024	SELL	$52.34 - $56.41 $16,068 - $17,317	-307 Reduced 0.92%	33,106 $1.76 Million
Q1 2024 Jul 31, 2024	SELL	$50.46 - $54.5 $991,488 - $1.07 Million	-19,649 Reduced 37.03%	33,413 $1.82 Million
Q4 2023 Jul 30, 2024	BUY	$46.57 - $52.25 $2.47 Million - $2.77 Million	53,062 New	53,062 $2.76 Million
Q3 2023 Aug 01, 2024	BUY	$47.71 - $51.06 $600,334 - $642,487	12,583 Added 26.77%	59,584 $2.92 Billion
Q2 2023 Aug 01, 2024	BUY	$47.6 - $50.24 $661,402 - $698,084	13,895 Added 41.97%	47,001 $2.3 Billion
Q1 2023 Aug 01, 2024	BUY	$45.61 - $50.02 $694,184 - $761,304	15,220 Added 45.97%	48,326 $2.35 Billion
Q4 2022 Oct 10, 2024	SELL	$38.5 - $46.73 $161,007 - $195,424	-4,182 Reduced 6.36%	61,602 $2.83 Billion
Q3 2022 Oct 10, 2024	BUY	$38.45 - $45.24 $1.26 Million - $1.48 Million	32,678 Added 98.71%	65,784 $2.53 Billion
Q2 2022 Oct 17, 2024	SELL	$43.33 - $50.78 $57,325 - $67,181	-1,323 Reduced 1.9%	68,133 $2.96 Billion
Q1 2022 Oct 17, 2024	BUY	$45.64 - $53.35 $2.16 Million - $2.53 Million	47,374 Added 214.54%	69,456 $3.49 Billion

Others Institutions Holding EFV

# of Institutions

1,020

Shares Held

295M

Call Options Held

1.46M

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Account

Wr Wealth Planners, LLC Msci Eafe Value ETF Transaction History