A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 21,812 shares of EFV stock, worth $1.15 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
21,812
Previous 23,837 8.5%
Holding current value
$1.15 Million
Previous $1.26 Billion 0.75%
% of portfolio
0.38%
Previous 0.42%

Shares

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

Nov 06, 2024

SELL
$51.72 - $57.96 $104,733 - $117,369
-2,025 Reduced 8.5%
21,812 $1.25 Billion
Q2 2024

Jul 26, 2024

SELL
$52.34 - $56.41 $202,398 - $218,137
-3,867 Reduced 13.96%
23,837 $1.26 Billion
Q1 2024

May 08, 2024

SELL
$50.46 - $54.5 $160,462 - $173,310
-3,180 Reduced 10.3%
27,704 $1.51 Billion
Q4 2023

Feb 08, 2024

BUY
$46.57 - $52.25 $1.44 Million - $1.61 Million
30,884 New
30,884 $1.61 Billion

Others Institutions Holding EFV

About MSCI EAFE VALUE ETF


  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
Track This Portfolio

Track Atlantic Edge Private Wealth Management, LLC Portfolio

Follow Atlantic Edge Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlantic Edge Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlantic Edge Private Wealth Management, LLC with notifications on news.