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 $2.93 Million. This represents 2.47% of its overall portfolio holdings.
Number of Shares
52,722
Previous 51,761
1.86%
Holding current value
$2.93 Million
Previous $2.75 Million
10.49%
% of portfolio
2.47%
Previous 2.36%
Shares
4 transactions
Others Institutions Holding EFV
# of Institutions
1,055Shares Held
302MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$3 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$735 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$711 Million0.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$710 Million0.34% of portfolio
-
Jones Financial Companies Lllp12.6MShares$700 Million0.63% of portfolio