Modern Wealth Management, LLC Msci Eafe Value ETF Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 83,350 shares of EFV stock, worth $4.97 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
83,350
Previous 28,667
190.75%
Holding current value
$4.97 Million
Previous $1.65 Billion
182.46%
% of portfolio
0.16%
Previous 0.1%
Shares
4 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$854 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$764 Million0.89% of portfolio
-
Jones Financial Companies Lllp12.6MShares$751 Million0.63% of portfolio