Able Wealth Management LLC Msci Eafe Value ETF Transaction History

Able Wealth Management LLC

  • $152 Billion
  • Q4 2024

A detailed history of Able Wealth Management LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Able Wealth Management LLC holds 15,935 shares of EFV stock, worth $955,143. This represents 0.55% of its overall portfolio holdings.

Number of Shares
15,935
Previous 12,468 27.81%
Holding current value
$955,143
Previous $717 Million 16.56%
% of portfolio
0.55%
Previous 0.54%

Shares

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

Feb 03, 2025
BUY
$51.78 - $57.15 $179,521 - $198,139
3,467 Added 27.81%
15,935 $836 Million
Q3 2024

Nov 01, 2024
BUY
$51.72 - $57.96 $477,323 - $534,912
9,229 Added 284.93%
12,468 $717 Million
Q4 2023

Feb 20, 2024
BUY
$46.57 - $52.25 $150,840 - $169,237
3,239 New
3,239 $169 Million

Others Institutions Holding EFV

# of Institutions
1,090
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 Able Wealth Management LLC Portfolio

Follow Able 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 Able Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Able Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email