Opes Wealth Management LLC Msci Eafe Value ETF Transaction History

Opes Wealth Management LLC

  • $486 Million
  • Q4 2024

A detailed history of Opes Wealth Management LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Opes Wealth Management LLC holds 5,391 shares of EFV stock, worth $321,519. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,391
Previous 5,441 0.92%
Holding current value
$321,519
Previous $313,000 9.9%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Jan 30, 2025
SELL
$51.78 - $57.15 $2,589 - $2,857
-50 Reduced 0.92%
5,391 $282,000
Q1 2024

May 02, 2024
BUY
$50.46 - $54.5 $49,349 - $53,301
978 Added 21.91%
5,441 $295,000
Q4 2023

Jan 31, 2024
SELL
$46.57 - $52.25 $15,461 - $17,347
-332 Reduced 6.92%
4,463 $232,000
Q3 2023

Nov 02, 2023
SELL
$47.71 - $51.06 $76,860 - $82,257
-1,611 Reduced 25.15%
4,795 $234,000
Q2 2023

Aug 02, 2023
BUY
$47.6 - $50.24 $304,925 - $321,837
6,406 New
6,406 $313,000

Others Institutions Holding EFV

# of Institutions
1,097
Shares Held
320M
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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