Wr Wealth Planners, LLC Msci Eafe Value ETF Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 9,552 shares of EFV stock, worth $566,815. This represents 0.17% of its overall portfolio holdings.

Number of Shares
9,552
Previous 22,082 56.74%
Holding current value
$566,815
Previous $1.27 Million 60.55%
% of portfolio
0.17%
Previous 0.37%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$51.78 - $57.15 $648,803 - $716,089
-12,530 Reduced 56.74%
9,552 $501,000
Q3 2024

Oct 17, 2024
SELL
$51.72 - $57.96 $570,161 - $638,951
-11,024 Reduced 33.3%
22,082 $1.27 Million
Q2 2024

Jul 31, 2024
SELL
$52.34 - $56.41 $16,068 - $17,317
-307 Reduced 0.92%
33,106 $1.76 Million
Q1 2024

Jul 31, 2024
SELL
$50.46 - $54.5 $991,488 - $1.07 Million
-19,649 Reduced 37.03%
33,413 $1.82 Million
Q4 2023

Jul 30, 2024
BUY
$46.57 - $52.25 $2.47 Million - $2.77 Million
53,062 New
53,062 $2.76 Million
Q3 2023

Aug 01, 2024
BUY
$47.71 - $51.06 $600,334 - $642,487
12,583 Added 26.77%
59,584 $2.92 Billion
Q2 2023

Aug 01, 2024
BUY
$47.6 - $50.24 $661,402 - $698,084
13,895 Added 41.97%
47,001 $2.3 Billion
Q1 2023

Aug 01, 2024
BUY
$45.61 - $50.02 $694,184 - $761,304
15,220 Added 45.97%
48,326 $2.35 Billion
Q4 2022

Oct 10, 2024
SELL
$38.5 - $46.73 $161,007 - $195,424
-4,182 Reduced 6.36%
61,602 $2.83 Billion
Q3 2022

Oct 10, 2024
BUY
$38.45 - $45.24 $1.26 Million - $1.48 Million
32,678 Added 98.71%
65,784 $2.53 Billion
Q2 2022

Oct 17, 2024
SELL
$43.33 - $50.78 $57,325 - $67,181
-1,323 Reduced 1.9%
68,133 $2.96 Billion
Q1 2022

Oct 17, 2024
BUY
$45.64 - $53.35 $2.16 Million - $2.53 Million
47,374 Added 214.54%
69,456 $3.49 Billion

Others Institutions Holding EFV

# of Institutions
1,088
Shares Held
324M
Call Options Held
0
Put Options Held
0
View Full List

About MSCI EAFE VALUE ETF

EFV Quotes by TradingView
  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
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