Regimen Wealth, LLC Msci Eafe Growth ETF Transaction History
Regimen Wealth, LLC
- $306 Billion
- Q4 2024
A detailed history of Regimen Wealth, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Regimen Wealth, LLC holds 126,539 shares of EFG stock, worth $13.2 Million. This represents 4.0% of its overall portfolio holdings.
Number of Shares
126,539
Previous 112,191
12.79%
Holding current value
$13.2 Million
Previous $12.1 Billion
1.44%
% of portfolio
4.0%
Previous 3.91%
Shares
9 transactions
Others Institutions Holding EFG
# of Institutions
1,063Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.17 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$951 Million0.37% of portfolio
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Jpmorgan Chase & CO New York, NY7.28MShares$756 Million0.06% of portfolio
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Jones Financial Companies Lllp6.74MShares$700 Million0.62% of portfolio
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Axiom Advisory, LLC San Diego, CA5.42MShares$564 Million5.34% of portfolio