Holistic Planning, LLC Msci Eafe Value ETF Transaction History

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024

A detailed history of Holistic Planning, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 5,125 shares of EFV stock, worth $307,192. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,125
Previous 6,572 22.02%
Holding current value
$307,192
Previous $378 Million 28.88%
% of portfolio
0.1%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
$51.78 - $57.15 $74,925 - $82,696
-1,447 Reduced 22.02%
5,125 $269 Million
Q3 2024

Nov 01, 2024
SELL
$51.72 - $57.96 $48,565 - $54,424
-939 Reduced 12.5%
6,572 $378 Million
Q2 2024

Jul 22, 2024
SELL
$52.34 - $56.41 $31,613 - $34,071
-604 Reduced 7.44%
7,511 $409 Million
Q1 2024

May 01, 2024
SELL
$50.46 - $54.5 $50,964 - $55,045
-1,010 Reduced 11.07%
8,115 $441 Million
Q4 2023

Feb 14, 2024
BUY
$46.57 - $52.25 $424,951 - $476,781
9,125 New
9,125 $475 Million

Others Institutions Holding EFV

# of Institutions
1,090
Shares Held
324M
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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