Grand Wealth Management, LLC Msci Eafe Value ETF Transaction History
Grand Wealth Management, LLC
- $171 Million
- Q4 2024
A detailed history of Grand Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Grand Wealth Management, LLC holds 178 shares of EFV stock, worth $10,585. This represents 0.01% of its overall portfolio holdings.
Number of Shares
178
Previous 197
9.64%
Holding current value
$10,585
Previous $11,000
18.18%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding EFV
# of Institutions
1,095Shares Held
324MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc58MShares$3.45 Billion1.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.2MShares$1.02 Billion0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$852 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$761 Million0.89% of portfolio
-
Jones Financial Companies Lllp12.6MShares$749 Million0.63% of portfolio