Talisman Wealth Advisors LLC Msci Eafe Value ETF Transaction History
Talisman Wealth Advisors LLC
- $120 Million
- Q3 2025
A detailed history of Talisman Wealth Advisors LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 8,263 shares of EFV stock, worth $580,558. This represents 0.47% of its overall portfolio holdings.
Number of Shares
8,263
Previous 7,175
15.16%
Holding current value
$580,558
Previous $455,000
23.08%
% of portfolio
0.47%
Previous 0.41%
Shares
4 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