Beacon Financial Planning, Inc Msci Eafe Growth ETF Transaction History
Beacon Financial Planning, Inc
- $172 Billion
- Q4 2024
A detailed history of Beacon Financial Planning, Inc transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 4,267 shares of EFG stock, worth $423,073. This represents 0.24% of its overall portfolio holdings.
Number of Shares
4,267
Previous 3,690
15.64%
Holding current value
$423,073
Previous $397 Million
4.0%
% of portfolio
0.24%
Previous 0.25%
Shares
5 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