Family Wealth Group, LLC Msci Eafe Growth ETF Transaction History
Family Wealth Group, LLC
- $92.9 Million
- Q3 2024
A detailed history of Family Wealth Group, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 16,455 shares of EFG stock, worth $1.71 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
16,455
Previous 16,910
2.69%
Holding current value
$1.71 Million
Previous $1.73 Million
2.43%
% of portfolio
1.91%
Previous 1.87%
Shares
4 transactions
Others Institutions Holding EFG
# of Institutions
1,066Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.18 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$953 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$758 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$702 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$565 Million5.34% of portfolio