Strata Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History
Strata Wealth Advisors, LLC
- $311 Billion
- Q3 2024
A detailed history of Strata Wealth Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 20,665 shares of EFG stock, worth $1.99 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
20,665
Previous 20,645
0.1%
Holding current value
$1.99 Million
Previous $2.11 Billion
5.33%
% of portfolio
0.72%
Previous 0.73%
Shares
7 transactions
Others Institutions Holding EFG
# of Institutions
991Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.42 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$739 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$604 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$570 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$521 Million5.34% of portfolio