Vertex Planning Partners, LLC Msci Eafe Value ETF Transaction History
Vertex Planning Partners, LLC
- $453 Billion
- Q4 2024
A detailed history of Vertex Planning Partners, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 44,029 shares of EFV stock, worth $2.62 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
44,029
Previous 43,491
1.24%
Holding current value
$2.62 Million
Previous $2.5 Billion
7.67%
% of portfolio
0.51%
Previous 0.6%
Shares
9 transactions
Others Institutions Holding EFV
# of Institutions
1,094Shares Held
324MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc58MShares$3.45 Billion1.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.2MShares$1.02 Billion0.38% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$852 Million0.06% of portfolio
-
Us Bancorp \De\12.8MShares$761 Million0.89% of portfolio
-
Jones Financial Companies Lllp12.6MShares$749 Million0.63% of portfolio