Talisman Wealth Advisors LLC Msci Eafe Value ETF Transaction History

Talisman Wealth Advisors LLC

$96.1 Million
Q3 2024

A detailed history of Talisman Wealth Advisors LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 4,313 shares of EFV stock, worth $236,524. This represents 0.26% of its overall portfolio holdings.

Number of Shares

4,313

Holding current value

$236,524

% of portfolio

0.26%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$51.72 - $57.96 $223,068 - $249,981	4,313 New	4,313 $248,000

Others Institutions Holding EFV

# of Institutions

1,051

Shares Held

300M

Call Options Held

1.46M

Put Options Held

Envestnet Asset Management Inc

54M
Shares

$2.96 Billion
1.03% of portfolio
Jones Financial Companies Lllp

14.6M
Shares

$803 Million
0.87% of portfolio
Jpmorgan Chase & CO New York, NY

13.2M
Shares

$726 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

12.8M
Shares

$700 Million
0.34% of portfolio
Us Bancorp \De\

12.3M
Shares

$676 Million
0.92% of portfolio

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

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Talisman Wealth Advisors LLC Msci Eafe Value ETF Transaction History