Canvas Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History
Canvas Wealth Advisors, LLC
- $355 Million
- Q3 2024
A detailed history of Canvas Wealth Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 7,208 shares of EFG stock, worth $728,728. This represents 0.22% of its overall portfolio holdings.
Number of Shares
7,208
Previous 6,934
3.95%
Holding current value
$728,728
Previous $709,000
9.31%
% of portfolio
0.22%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding EFG
# of Institutions
998Shares Held
139MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.54 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$778 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$635 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$600 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$548 Million5.34% of portfolio