Optivise Advisory Services LLC Msci Eafe Growth ETF Transaction History
Optivise Advisory Services LLC
- $168 Billion
- Q3 2025
A detailed history of Optivise Advisory Services LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Optivise Advisory Services LLC holds 6,782 shares of EFG stock, worth $778,166. This represents 0.46% of its overall portfolio holdings.
Number of Shares
6,782
Previous 8,843
23.31%
Holding current value
$778,166
Previous $990 Million
22.01%
% of portfolio
0.46%
Previous 0.51%
Shares
6 transactions
Others Institutions Holding EFG
# of Institutions
1,120Shares Held
81.3MCall Options Held
100Put Options Held
0-
Axiom Advisory, LLC San Diego, CA5.42MShares$622 Million5.34% of portfolio
-
Envestnet Asset Management Inc4.34MShares$498 Million0.15% of portfolio
-
Jones Financial Companies Lllp3.8MShares$436 Million0.3% of portfolio
-
Bank Of America Corp Charlotte, NC3.5MShares$401 Million0.03% of portfolio
-
Black Rock Inc. New York, NY3.32MShares$381 Million0.01% of portfolio