Legacy Wealth Managment, Llc/Id Msci Eafe Value ETF Transaction History

Legacy Wealth Managment, Llc/Id

$142 Million
Q3 2024

A detailed history of Legacy Wealth Managment, Llc/Id transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 85 shares of EFV stock, worth $4,721. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$4,721

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 15, 2024	BUY	$51.72 - $57.96 $4,396 - $4,926	85 New	85 $4,000

Others Institutions Holding EFV

# of Institutions

1,055

Shares Held

302M

Call Options Held

1.46M

Put Options Held

Envestnet Asset Management Inc

54M
Shares

$3 Billion
1.03% of portfolio
Jpmorgan Chase & CO New York, NY

13.2M
Shares

$735 Million
0.06% of portfolio
Us Bancorp \De\

12.8M
Shares

$711 Million
0.89% of portfolio
Lpl Financial LLC Fort Mill, SC

12.8M
Shares

$710 Million
0.34% of portfolio
Jones Financial Companies Lllp

12.6M
Shares

$700 Million
0.63% of portfolio

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Managment, Llc/Id, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Managment, Llc/Id with notifications on news.

Account

Legacy Wealth Managment, Llc/Id Msci Eafe Value ETF Transaction History