Aprio Wealth Management, LLC Msci Eafe Growth ETF Transaction History
Aprio Wealth Management, LLC
- $631 Million
- Q4 2024
A detailed history of Aprio Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 3,205 shares of EFG stock, worth $317,775. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,205
Previous 3,183
0.69%
Holding current value
$317,775
Previous $342,000
9.36%
% of portfolio
0.05%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding EFG
# of Institutions
1,076Shares Held
155MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.03 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$907 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$721 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$668 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$538 Million5.34% of portfolio