Dopkins Wealth Management, LLC Msci Eafe Value ETF Transaction History

Dopkins Wealth Management, LLC

  • $189 Million
  • Q4 2024

A detailed history of Dopkins Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 5,764 shares of EFV stock, worth $344,110. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,764
Previous 5,432 6.11%
Holding current value
$344,110
Previous $312,000 3.21%
% of portfolio
0.16%
Previous 0.26%

Shares

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

Feb 10, 2025
BUY
$51.78 - $57.15 $17,190 - $18,973
332 Added 6.11%
5,764 $302,000
Q3 2024

Nov 06, 2024
SELL
$51.72 - $57.96 $12,774 - $14,316
-247 Reduced 4.35%
5,432 $312,000
Q1 2024

May 03, 2024
SELL
$50.46 - $54.5 $58,987 - $63,710
-1,169 Reduced 17.07%
5,679 $308,000
Q4 2023

Jan 25, 2024
SELL
$46.57 - $52.25 $8,941 - $10,032
-192 Reduced 2.73%
6,848 $356,000
Q3 2023

Nov 13, 2023
BUY
$47.71 - $51.06 $9,160 - $9,803
192 Added 2.8%
7,040 $344,000
Q2 2023

Aug 07, 2023
BUY
$47.6 - $50.24 $8,425 - $8,892
177 Added 2.65%
6,848 $335,000
Q1 2023

May 05, 2023
SELL
$45.61 - $50.02 $501 - $550
-11 Reduced 0.16%
6,671 $323,000
Q4 2022

Feb 07, 2023
BUY
$38.5 - $46.73 $2,964 - $3,598
77 Added 1.17%
6,682 $306,000
Q2 2022

Aug 01, 2022
BUY
$43.33 - $50.78 $8,666 - $10,156
200 Added 3.12%
6,605 $287,000
Q1 2022

Apr 18, 2022
BUY
$45.64 - $53.35 $593 - $693
13 Added 0.2%
6,405 $322,000
Q4 2021

Jan 18, 2022
BUY
$48.8 - $52.57 $311,929 - $336,027
6,392 New
6,392 $322,000

Others Institutions Holding EFV

# of Institutions
1,091
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
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