Switch Point Financial Planning, LLC Msci Eafe Value ETF Transaction History
Switch Point Financial Planning, LLC
- $138 Billion
- Q3 2025
A detailed history of Switch Point Financial Planning, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 6,415 shares of EFV stock, worth $450,717. This represents 0.32% of its overall portfolio holdings.
Number of Shares
6,415
Previous 6,415
-0.0%
Holding current value
$450,717
Previous $407 Million
6.85%
% of portfolio
0.32%
Previous 0.33%
Shares
1 transactions
Others Institutions Holding EFV
# of Institutions
1,252Shares Held
351MCall Options Held
1.22MPut Options Held
0-
Envestnet Asset Management Inc60.5MShares$4.25 Billion1.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.7MShares$1.46 Billion0.44% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$1 Billion0.06% of portfolio
-
Us Bancorp \De\14MShares$983 Million1.15% of portfolio
-
Morgan Stanley New York, NY11.8MShares$826 Million0.05% of portfolio