Unique Wealth, LLC Msci Eafe Value ETF Transaction History

Unique Wealth, LLC

$437 Billion
Q3 2024

A detailed history of Unique Wealth, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Unique Wealth, LLC holds 29,437 shares of EFV stock, worth $1.54 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

29,437

Holding current value

$1.54 Million

% of portfolio

0.39%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 03, 2024	BUY	$51.72 - $57.96 $1.52 Million - $1.71 Million	29,437 New	29,437 $1.69 Billion

Others Institutions Holding EFV

# of Institutions

1,022

Shares Held

297M

Call Options Held

1.46M

Put Options Held

Envestnet Asset Management Inc

54M
Shares

$2.82 Billion
1.03% of portfolio
Jones Financial Companies Lllp

14.6M
Shares

$766 Million
0.87% of portfolio
Jpmorgan Chase & CO New York, NY

13.2M
Shares

$692 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

12.8M
Shares

$668 Million
0.34% of portfolio
Us Bancorp \De\

12.3M
Shares

$644 Million
0.92% of portfolio

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Unique Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Unique Wealth, LLC with notifications on news.

Account

Unique Wealth, LLC Msci Eafe Value ETF Transaction History