Lutz Financial Services LLC Msci Eafe Value ETF Transaction History

Lutz Financial Services LLC

  • $1.15 Billion
  • Q2 2024

A detailed history of Lutz Financial Services LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 3,785 shares of EFV stock, worth $209,726. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,785
Previous 3,785 -0.0%
Holding current value
$209,726
Previous $205,000 2.44%
% of portfolio
0.02%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$50.46 - $54.5 $190,991 - $206,282
3,785 New
3,785 $205,000
Q3 2021

Oct 27, 2021
SELL
$49.8 - $52.99 $193,024 - $205,389
-3,876 Closed
0 $0
Q2 2021

Jul 26, 2021
BUY
$51.35 - $54.74 $199,032 - $212,172
3,876 New
3,876 $201,000
Q2 2020

Jul 28, 2020
SELL
$33.95 - $43.67 $1.29 Million - $1.66 Million
-37,911 Closed
0 $0
Q1 2020

Apr 27, 2020
SELL
$30.99 - $50.45 $2.71 Million - $4.41 Million
-87,464 Reduced 69.76%
37,911 $1.35 Million
Q4 2019

Feb 03, 2020
BUY
$45.9 - $50.59 $53,473 - $58,937
1,165 Added 0.94%
125,375 $6.26 Million
Q3 2019

Oct 31, 2019
BUY
$43.89 - $48.71 $89,272 - $99,076
2,034 Added 1.66%
124,210 $5.88 Million
Q2 2019

Aug 13, 2019
BUY
$46.67 - $50.58 $33,042 - $35,810
708 Added 0.58%
122,176 $5.87 Million
Q1 2019

May 06, 2019
SELL
$44.87 - $49.81 $97,143 - $107,838
-2,165 Reduced 1.75%
121,468 $5.94 Million
Q4 2018

Feb 13, 2019
BUY
$43.66 - $52.0 $1.45 Million - $1.72 Million
33,112 Added 36.58%
123,633 $5.59 Million
Q3 2018

Nov 13, 2018
BUY
$49.68 - $52.91 $1.06 Million - $1.13 Million
21,282 Added 30.74%
90,521 $4.7 Million
Q2 2018

Aug 15, 2018
BUY
$50.85 - $56.38 $8,390 - $9,302
165 Added 0.24%
69,239 $3.56 Million
Q1 2018

Apr 17, 2018
SELL
$53.17 - $59.57 $30,360 - $34,014
-571 Reduced 0.82%
69,074 $3.77 Million
Q4 2017

Apr 17, 2018
BUY
$54.08 - $55.77 $3.77 Million - $3.88 Million
69,645
69,645 $3.85 Million

Others Institutions Holding EFV

# of Institutions
974
Shares Held
236M
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
Track This Portfolio

Track Lutz Financial Services LLC Portfolio

Follow Lutz Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lutz Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lutz Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email