Forthright Family Wealth Advisory LLC Msci Eafe Value ETF Transaction History

Forthright Family Wealth Advisory LLC

  • $155 Billion
  • Q2 2024

A detailed history of Forthright Family Wealth Advisory LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 139,835 shares of EFV stock, worth $7.67 Million. This represents 4.78% of its overall portfolio holdings.

Number of Shares
139,835
Previous 143,571 2.6%
Holding current value
$7.67 Million
Previous $7.81 Billion 5.04%
% of portfolio
4.78%
Previous 5.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$52.34 - $56.41 $195,542 - $210,747
-3,736 Reduced 2.6%
139,835 $7.42 Billion
Q1 2024

Apr 29, 2024
BUY
$50.46 - $54.5 $432,997 - $467,664
8,581 Added 6.36%
143,571 $7.81 Billion
Q4 2023

Feb 28, 2024
BUY
$46.57 - $52.25 $6.29 Million - $7.05 Million
134,990 New
134,990 $7.03 Billion

Others Institutions Holding EFV

# of Institutions
976
Shares Held
243M
Call Options Held
0
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
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