A detailed history of Aprio Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 15,720 shares of EFV stock, worth $827,658. This represents 0.16% of its overall portfolio holdings.

Number of Shares
15,720
Previous 16,011 1.82%
Holding current value
$827,658
Previous $849,000 6.48%
% of portfolio
0.16%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

SELL
$51.72 - $57.96 $15,050 - $16,866
-291 Reduced 1.82%
15,720 $904,000
Q2 2024

Jul 10, 2024

BUY
$52.34 - $56.41 $174,396 - $187,958
3,332 Added 26.28%
16,011 $849,000
Q1 2024

Apr 10, 2024

SELL
$50.46 - $54.5 $437,942 - $473,005
-8,679 Reduced 40.64%
12,679 $689,000
Q4 2023

Jan 17, 2024

BUY
$46.57 - $52.25 $156,521 - $175,612
3,361 Added 18.68%
21,358 $1.11 Million
Q3 2023

Oct 10, 2023

BUY
$47.71 - $51.06 $600,287 - $642,436
12,582 Added 232.35%
17,997 $880,000
Q2 2023

Jul 13, 2023

BUY
$47.6 - $50.24 $257,754 - $272,049
5,415 New
5,415 $265,000

Others Institutions Holding EFV

About MSCI EAFE VALUE ETF


  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
Track This Portfolio

Track Aprio Wealth Management, LLC Portfolio

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

News

Stay updated on Aprio Wealth Management, LLC with notifications on news.