Discipline Wealth Solutions, LLC Msci Eafe Value ETF Transaction History
Discipline Wealth Solutions, LLC
- $182 Million
- Q3 2024
A detailed history of Discipline Wealth Solutions, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 12,043 shares of EFV stock, worth $668,988. This represents 0.38% of its overall portfolio holdings.
Number of Shares
12,043
Previous 7,081
70.07%
Holding current value
$668,988
Previous $375,000
84.53%
% of portfolio
0.38%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding EFV
# of Institutions
1,055Shares Held
302MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$3 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$735 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$711 Million0.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$710 Million0.34% of portfolio
-
Jones Financial Companies Lllp12.6MShares$700 Million0.63% of portfolio