Talisman Wealth Advisors LLC Msci Eafe Value ETF Transaction History

Talisman Wealth Advisors LLC

$96.1 Million
Q3 2024

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 4,313 shares of EFV stock, worth $256,494. This represents 0.26% of its overall portfolio holdings.

Number of Shares

4,313

Holding current value

$256,494

% of portfolio

0.26%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$51.72 - $57.96 $223,068 - $249,981	4,313 New	4,313 $248,000

Others Institutions Holding EFV

# of Institutions

1,094

Shares Held

324M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

58M
Shares

$3.45 Billion
1.01% of portfolio
Lpl Financial LLC Fort Mill, SC

17.2M
Shares

$1.02 Billion
0.38% of portfolio
Jpmorgan Chase & CO New York, NY

14.3M
Shares

$852 Million
0.06% of portfolio
Us Bancorp \De\

12.8M
Shares

$761 Million
0.89% of portfolio
Jones Financial Companies Lllp

12.6M
Shares

$749 Million
0.63% of portfolio

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

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Talisman Wealth Advisors LLC Msci Eafe Value ETF Transaction History