Avaii Wealth Management, LLC Msci Eafe Growth ETF Transaction History
Avaii Wealth Management, LLC
- $178 Million
- Q3 2024
A detailed history of Avaii Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 2,291 shares of EFG stock, worth $224,265. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,291
Previous 2,297
0.26%
Holding current value
$224,265
Previous $234,000
5.13%
% of portfolio
0.14%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding EFG
# of Institutions
983Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.46 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$753 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$615 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$581 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$531 Million5.34% of portfolio