Elevate Wealth Advisory, Inc Msci Eafe Value ETF Transaction History
Elevate Wealth Advisory, Inc
- $133 Billion
- Q4 2024
A detailed history of Elevate Wealth Advisory, Inc transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 83,587 shares of EFV stock, worth $5.01 Million. This represents 3.29% of its overall portfolio holdings.
Number of Shares
83,587
Previous 82,628
1.16%
Holding current value
$5.01 Million
Previous $4.75 Billion
7.74%
% of portfolio
3.29%
Previous 3.53%
Shares
5 transactions
Others Institutions Holding EFV
# of Institutions
1,092Shares Held
324MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc58MShares$3.48 Billion1.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.2MShares$1.03 Billion0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$858 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$767 Million0.89% of portfolio
-
Jones Financial Companies Lllp12.6MShares$755 Million0.63% of portfolio