Sagace Wealth Management LLC Msci Eafe Value ETF Transaction History
Sagace Wealth Management LLC
- $147 Billion
- Q3 2025
A detailed history of Sagace Wealth Management LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Sagace Wealth Management LLC holds 33,359 shares of EFV stock, worth $2.34 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
33,359
Previous 25,815
29.22%
Holding current value
$2.34 Million
Previous $1.64 Billion
38.08%
% of portfolio
1.54%
Previous 1.22%
Shares
6 transactions
Others Institutions Holding EFV
# of Institutions
1,252Shares Held
351MCall Options Held
1.22MPut Options Held
0-
Envestnet Asset Management Inc60.5MShares$4.25 Billion1.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.7MShares$1.46 Billion0.44% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$1 Billion0.06% of portfolio
-
Us Bancorp \De\14MShares$983 Million1.15% of portfolio
-
Morgan Stanley New York, NY11.8MShares$826 Million0.05% of portfolio