Org Wealth Partners, LLC Msci Eafe Value ETF Transaction History

Org Wealth Partners, LLC

  • $139 Million
  • Q4 2024

A detailed history of Org Wealth Partners, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Org Wealth Partners, LLC holds 7,058 shares of EFV stock, worth $408,234. This represents 0.27% of its overall portfolio holdings.

Number of Shares
7,058
Previous 5,263 34.11%
Holding current value
$408,234
Previous $303 Million 99.88%
% of portfolio
0.27%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$51.78 - $57.15 $92,945 - $102,584
1,795 Added 34.11%
7,058 $370,000
Q3 2024

Oct 11, 2024
BUY
$51.72 - $57.96 $272,202 - $305,043
5,263 New
5,263 $303 Million

Others Institutions Holding EFV

# of Institutions
1,084
Shares Held
324M
Call Options Held
0
Put Options Held
0
View Full List

About MSCI EAFE VALUE ETF

EFV Quotes by TradingView
  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
Track This Portfolio

Track Org Wealth Partners, LLC Portfolio

Follow Org Wealth Partners, 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 Org Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email