Octavia Wealth Advisors, LLC Msci Eafe Value ETF Transaction History

Octavia Wealth Advisors, LLC

  • $822 Million
  • Q4 2024

A detailed history of Octavia Wealth Advisors, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 577,379 shares of EFV stock, worth $32.8 Million. This represents 3.68% of its overall portfolio holdings.

Number of Shares
577,379
Previous 557,695 3.53%
Holding current value
$32.8 Million
Previous $32.1 Million 5.58%
% of portfolio
3.68%
Previous 3.98%

Shares

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

Jan 17, 2025
BUY
$51.78 - $57.15 $1.02 Million - $1.12 Million
19,684 Added 3.53%
577,379 $30.3 Million
Q3 2024

Oct 10, 2024
BUY
$51.72 - $57.96 $1.83 Million - $2.05 Million
35,370 Added 6.77%
557,695 $32.1 Million
Q2 2024

Aug 01, 2024
BUY
$52.34 - $56.41 $1.14 Million - $1.23 Million
21,723 Added 4.34%
522,325 $27.7 Million
Q1 2024

Apr 15, 2024
BUY
$50.46 - $54.5 $25.3 Million - $27.3 Million
500,602 New
500,602 $27.2 Million
Q3 2023

Oct 30, 2023
BUY
$47.71 - $51.06 $238,836 - $255,606
5,006 New
5,006 $244,000

Others Institutions Holding EFV

# of Institutions
1,080
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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