Lord & Richards Wealth Management, LLC Msci Eafe Growth ETF Transaction History
Lord & Richards Wealth Management, LLC
- $47.4 Billion
- Q4 2024
A detailed history of Lord & Richards Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 4,041 shares of EFG stock, worth $415,697. This represents 0.83% of its overall portfolio holdings.
Number of Shares
4,041Holding current value
$415,697% of portfolio
0.83%Shares
1 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
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Lpl Financial LLC Fort Mill, SC9.15MShares$941 Million0.37% of portfolio
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Jpmorgan Chase & CO New York, NY7.28MShares$748 Million0.06% of portfolio
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Jones Financial Companies Lllp6.74MShares$693 Million0.62% of portfolio
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Axiom Advisory, LLC San Diego, CA5.42MShares$558 Million5.34% of portfolio