Wr Wealth Planners, LLC Msci Eafe Growth ETF Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 8,712 shares of EFG stock, worth $896,203. This represents 0.28% of its overall portfolio holdings.
Number of Shares
8,712
Previous 19,775
55.94%
Holding current value
$896,203
Previous $2.13 Million
60.39%
% of portfolio
0.28%
Previous 0.61%
Shares
12 transactions
Others Institutions Holding EFG
# of Institutions
1,069Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.14 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$941 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$748 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$693 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$558 Million5.34% of portfolio