Able Wealth Management LLC Msci Eafe Growth ETF Transaction History
Able Wealth Management LLC
- $152 Billion
- Q4 2024
A detailed history of Able Wealth Management LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Able Wealth Management LLC holds 2,556 shares of EFG stock, worth $257,747. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,556
Previous 3,454
26.0%
Holding current value
$257,747
Previous $372 Million
33.45%
% of portfolio
0.16%
Previous 0.28%
Shares
5 transactions
Others Institutions Holding EFG
# of Institutions
1,075Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.08 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$923 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$734 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$679 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$547 Million5.34% of portfolio