Wingate Wealth Advisors, Inc. Msci Eafe Value ETF Transaction History
Wingate Wealth Advisors, Inc.
- $144 Billion
- Q3 2025
A detailed history of Wingate Wealth Advisors, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 32,525 shares of EFV stock, worth $2.29 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
32,525
Previous 32,398
0.39%
Holding current value
$2.29 Million
Previous $2.06 Billion
7.27%
% of portfolio
1.53%
Previous 1.83%
Shares
4 transactions
Others Institutions Holding EFV
# of Institutions
1,254Shares Held
349MCall 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