Dynamic Wealth Strategies, LLC Msci Eafe Value ETF Transaction History

Dynamic Wealth Strategies, LLC

  • $123 Million
  • Q3 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 52,722 shares of EFV stock, worth $2.78 Million. This represents 2.47% of its overall portfolio holdings.

Number of Shares
52,722
Previous 51,761 1.86%
Holding current value
$2.78 Million
Previous $2.75 Million 10.49%
% of portfolio
2.47%
Previous 2.36%

Shares

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

Nov 13, 2024
BUY
$51.72 - $57.96 $49,702 - $55,699
961 Added 1.86%
52,722 $3.03 Million
Q2 2024

Aug 15, 2024
BUY
$52.34 - $56.41 $45,378 - $48,907
867 Added 1.7%
51,761 $2.75 Million
Q1 2024

May 15, 2024
BUY
$50.46 - $54.5 $71,804 - $77,553
1,423 Added 2.88%
50,894 $2.77 Million
Q4 2023

Feb 13, 2024
BUY
$46.57 - $52.25 $2.3 Million - $2.58 Million
49,471 New
49,471 $2.58 Billion

Others Institutions Holding EFV

# of Institutions
1,022
Shares Held
297M
Call Options Held
1.46M
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 Dynamic Wealth Strategies, LLC Portfolio

Follow Dynamic Wealth Strategies, 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 Dynamic Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email