Dynamic Wealth Strategies, LLC Msci Eafe Value ETF Transaction History
Dynamic Wealth Strategies, LLC
- $112 Million
- Q4 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 53,385 shares of EFV stock, worth $3.2 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
53,385
Previous 52,722
1.26%
Holding current value
$3.2 Million
Previous $3.03 Million
7.65%
% of portfolio
2.5%
Previous 2.47%
Shares
5 transactions
Others Institutions Holding EFV
# of Institutions
1,090Shares Held
324MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc58MShares$3.48 Billion1.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.2MShares$1.03 Billion0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$859 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$767 Million0.89% of portfolio
-
Jones Financial Companies Lllp12.6MShares$755 Million0.63% of portfolio