Family Wealth Group, LLC Msci Eafe Value ETF Transaction History

Family Wealth Group, LLC

  • $92.9 Million
  • Q3 2024

A detailed history of Family Wealth Group, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 23,573 shares of EFV stock, worth $1.31 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares
23,573
Previous 22,853 3.15%
Holding current value
$1.31 Million
Previous $1.21 Million 11.88%
% of portfolio
1.46%
Previous 1.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$51.72 - $57.96 $37,238 - $41,731
720 Added 3.15%
23,573 $1.36 Million
Q2 2024

Aug 14, 2024
BUY
$52.34 - $56.41 $29,572 - $31,871
565 Added 2.53%
22,853 $1.21 Million
Q1 2024

Aug 14, 2024
SELL
$50.46 - $54.5 $75,286 - $81,314
-1,492 Reduced 6.27%
22,288 $1.21 Million
Q4 2023

Feb 14, 2024
BUY
$46.57 - $52.25 $1.11 Million - $1.24 Million
23,780 New
23,780 $1.24 Million

Others Institutions Holding EFV

# of Institutions
1,055
Shares Held
302M
Call Options Held
1.46M
Put Options Held
0
View Full List

About MSCI EAFE VALUE ETF

EFV Quotes by TradingView
  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
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