WEALTHSOURCE PARTNERS, LLC EFV Holdings History
WEALTHSOURCE PARTNERS, LLC's iShares MSCI EAFE Value ETF Holding Summary
As of 2023-12-31, WEALTHSOURCE PARTNERS, LLC held 746,309.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $38.88 Mil. This investment constitutes 2.54% of their stock portfolio, and WEALTHSOURCE PARTNERS, LLC now holds 0.24% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2018Q2. And since then WEALTHSOURCE PARTNERS, LLC has made 9 purchases of EFV, at an average price of $48.87, for a total of 1.52 Mil shares. In addition, there have been 11 sales at an average price of $46.45 for 777,855.00 shares. Based on historical transaction data and EFV's current price of $63.17, WEALTHSOURCE PARTNERS, LLC's estimated gain on his EFV holdings is $8.79 Mil, reflecting a 11.80% gain to date.
WEALTHSOURCE PARTNERS, LLC EFV ($63.17) Holding Chart
WEALTHSOURCE PARTNERS, LLC EFV ($63.17) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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