Lifeworks Advisors, LLC Msci Eafe Value ETF Transaction History
Lifeworks Advisors, LLC
- $496 Million
- Q3 2024
A detailed history of Lifeworks Advisors, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 16,311 shares of EFV stock, worth $852,902. This represents 0.19% of its overall portfolio holdings.
Number of Shares
16,311
Previous 8,692
87.66%
Holding current value
$852,902
Previous $461,000
103.47%
% of portfolio
0.19%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding EFV
# of Institutions
1,022Shares Held
297MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$2.82 Billion1.03% of portfolio
-
Jones Financial Companies Lllp14.6MShares$766 Million0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$692 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$668 Million0.34% of portfolio
-
Us Bancorp \De\12.3MShares$644 Million0.92% of portfolio