Smart Wealth LLC Msci Eafe Growth ETF Transaction History
Smart Wealth LLC
- $281 Billion
- Q4 2024
A detailed history of Smart Wealth LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Smart Wealth LLC holds 2,878 shares of EFG stock, worth $299,139. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,878
Previous 2,118
35.88%
Holding current value
$299,139
Previous $228 Million
22.23%
% of portfolio
0.1%
Previous 0.09%
Shares
2 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
-
Jpmorgan Chase & CO New York, NY7.28MShares$756 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$700 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$564 Million5.34% of portfolio