Accurate Wealth Management, LLC Msci Eafe Growth ETF Transaction History
Accurate Wealth Management, LLC
- $482 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding EFG
# of Institutions
1,070Shares Held
152MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.07 Billion0.98% of portfolio
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Lpl Financial LLC Fort Mill, SC9.15MShares$919 Million0.37% of portfolio
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Jpmorgan Chase & CO New York, NY7.28MShares$731 Million0.06% of portfolio
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Jones Financial Companies Lllp6.74MShares$677 Million0.62% of portfolio
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Axiom Advisory, LLC San Diego, CA5.42MShares$545 Million5.34% of portfolio