Cassaday & CO Wealth Management LLC Msci Eafe Growth ETF Transaction History
Cassaday & CO Wealth Management LLC
- $2.91 Billion
- Q2 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 270,442 shares of EFG stock, worth $27.8 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
270,442
Previous 275,222
1.74%
Holding current value
$27.8 Million
Previous $28.6 Million
3.15%
% of portfolio
0.95%
Previous 1.01%
Shares
7 transactions
Others Institutions Holding EFG
# of Institutions
950Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc26.6MShares$2.74 Billion0.97% of portfolio
-
Jones Financial Companies Lllp7.47MShares$769 Million0.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.6MShares$679 Million0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY6.16MShares$634 Million0.06% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$558 Million5.34% of portfolio