Evermay Wealth Management LLC Msci Eafe Value ETF Transaction History
Evermay Wealth Management LLC
- $866 Million
- Q3 2025
A detailed history of Evermay Wealth Management LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Evermay Wealth Management LLC holds 159 shares of EFV stock, worth $11,171. This represents 0.0% of its overall portfolio holdings.
Number of Shares
159
Previous 159
-0.0%
Holding current value
$11,171
Previous $10,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 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