Exencial Wealth Advisors, LLC Msci Eafe Value ETF Transaction History
Exencial Wealth Advisors, LLC
- $2.66 Billion
- Q4 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 385,390 shares of EFV stock, worth $23 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
385,390
Previous 387,921
0.65%
Holding current value
$23 Million
Previous $22.3 Million
9.39%
% of portfolio
0.76%
Previous 0.82%
Shares
25 transactions
Others Institutions Holding EFV
# of Institutions
1,091Shares Held
324MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc58MShares$3.46 Billion1.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.2MShares$1.03 Billion0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$855 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$764 Million0.89% of portfolio
-
Jones Financial Companies Lllp12.6MShares$752 Million0.63% of portfolio