Blue Bell Private Wealth Management, LLC Msci Eafe Growth ETF Transaction History
Blue Bell Private Wealth Management, LLC
- $500 Million
- Q4 2024
A detailed history of Blue Bell Private Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 61 shares of EFG stock, worth $6,211. This represents 0.0% of its overall portfolio holdings.
Number of Shares
61
Previous 61
-0.0%
Holding current value
$6,211
Previous $6,000
16.67%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding EFG
# of Institutions
1,074Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.11 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$932 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$741 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$686 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$552 Million5.34% of portfolio