Axim Planning & Wealth Msci Eafe Growth ETF Transaction History
Axim Planning & Wealth
- $93.9 Million
- Q4 2024
A detailed history of Axim Planning & Wealth transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Axim Planning & Wealth holds 2,926 shares of EFG stock, worth $306,322. This represents 0.3% of its overall portfolio holdings.
Number of Shares
2,926
Previous 1,943
50.59%
Holding current value
$306,322
Previous $209,000
35.41%
% of portfolio
0.3%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding EFG
# of Institutions
1,052Shares Held
155MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.2 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$958 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$762 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$705 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$568 Million5.34% of portfolio