Lifelong Wealth Advisors, Inc. Msci Eafe Value ETF Transaction History
Lifelong Wealth Advisors, Inc.
- $336 Billion
- Q3 2025
A detailed history of Lifelong Wealth Advisors, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 116,084 shares of EFV stock, worth $8.16 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
116,084
Previous 108,208
7.28%
Holding current value
$8.16 Million
Previous $6.87 Billion
14.63%
% of portfolio
2.34%
Previous 2.28%
Shares
4 transactions
Others Institutions Holding EFV
# of Institutions
1,252Shares Held
350MCall Options Held
1.22MPut Options Held
0-
Envestnet Asset Management Inc60.5MShares$4.25 Billion1.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.7MShares$1.46 Billion0.44% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$1 Billion0.06% of portfolio
-
Us Bancorp \De\14MShares$983 Million1.15% of portfolio
-
Morgan Stanley New York, NY11.8MShares$826 Million0.05% of portfolio