Peninsula Wealth, LLC Msci Eafe Value ETF Transaction History
Peninsula Wealth, LLC
- $558 Million
- Q3 2024
A detailed history of Peninsula Wealth, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Peninsula Wealth, LLC holds 114,582 shares of EFV stock, worth $5.99 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
114,582
Previous 133,992
14.49%
Holding current value
$5.99 Million
Previous $7.11 Million
7.25%
% of portfolio
1.18%
Previous 1.38%
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
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Jpmorgan Chase & CO New York, NY13.2MShares$692 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.8MShares$668 Million0.34% of portfolio
-
Us Bancorp \De\12.3MShares$644 Million0.92% of portfolio