Capstone Wealth Management, LLC Msci Eafe Value ETF Transaction History
Capstone Wealth Management, LLC
- $130 Billion
- Q3 2025
A detailed history of Capstone Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 5,769 shares of EFV stock, worth $405,329. This represents 0.3% of its overall portfolio holdings.
Number of Shares
5,769
Previous 5,769
-0.0%
Holding current value
$405,329
Previous $366 Million
6.85%
% of portfolio
0.3%
Previous 0.32%
Shares
1 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