True Wealth Advisors, LLC Msci Eafe Value ETF Transaction History
True Wealth Advisors, LLC
- $262 Million
- Q4 2024
A detailed history of True Wealth Advisors, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 7,212 shares of EFV stock, worth $395,650. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,212
Previous 6,164
17.0%
Holding current value
$395,650
Previous $354,000
6.78%
% of portfolio
0.14%
Previous 0.13%
Shares
17 transactions
Others Institutions Holding EFV
# of Institutions
1,056Shares Held
301MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$2.96 Billion1.03% of portfolio
-
Jones Financial Companies Lllp14.6MShares$804 Million0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$726 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$701 Million0.34% of portfolio
-
Us Bancorp \De\12.3MShares$676 Million0.92% of portfolio