True Wealth Advisors, LLC Msci Eafe Value ETF Transaction History
True Wealth Advisors, LLC
- $291 Million
- Q3 2025
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 3,082 shares of EFV stock, worth $216,541. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,082
Previous 3,688
16.43%
Holding current value
$216,541
Previous $234,000
10.68%
% of portfolio
0.07%
Previous 0.08%
Shares
19 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