High Mark Wealth Management LLC Msci Eafe Value ETF Transaction History
High Mark Wealth Management LLC
- $173 Million
- Q4 2024
A detailed history of High Mark Wealth Management LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, High Mark Wealth Management LLC holds 255,128 shares of EFV stock, worth $15.2 Million. This represents 7.75% of its overall portfolio holdings.
Number of Shares
255,128
Previous 256,382
0.49%
Holding current value
$15.2 Million
Previous $14.7 Million
9.24%
% of portfolio
7.75%
Previous 8.12%
Shares
21 transactions
Others Institutions Holding EFV
# of Institutions
1,097Shares Held
320MCall 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