Wealth Management Solutions, LLC Msci Eafe Value ETF Transaction History
Wealth Management Solutions, LLC
- $145 Million
- Q3 2023
A detailed history of Wealth Management Solutions, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Wealth Management Solutions, LLC holds 12,442 shares of EFV stock, worth $650,592. This represents 0.42% of its overall portfolio holdings.
Number of Shares
12,442
Previous 12,461
0.15%
Holding current value
$650,592
Previous $609,000
0.16%
% of portfolio
0.42%
Previous 0.4%
Shares
7 transactions
Others Institutions Holding EFV
# of Institutions
1,022Shares Held
297MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$2.82 Billion1.03% of portfolio
-
Jones Financial Companies Lllp14.6MShares$766 Million0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$692 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$668 Million0.34% of portfolio
-
Us Bancorp \De\12.3MShares$644 Million0.92% of portfolio