Cerro Pacific Wealth Advisors LLC Msci Eafe Growth ETF Transaction History
Cerro Pacific Wealth Advisors LLC
- $297 Million
- Q4 2024
A detailed history of Cerro Pacific Wealth Advisors LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Cerro Pacific Wealth Advisors LLC holds 46,553 shares of EFG stock, worth $4.87 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
46,553
Previous 27,130
71.59%
Holding current value
$4.87 Million
Previous $2.92 Million
54.35%
% of portfolio
1.52%
Previous 1.07%
Shares
4 transactions
Others Institutions Holding EFG
# of Institutions
1,058Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.2 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$958 Million0.37% of portfolio
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Jpmorgan Chase & CO New York, NY7.28MShares$762 Million0.06% of portfolio
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Jones Financial Companies Lllp6.74MShares$705 Million0.62% of portfolio
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Axiom Advisory, LLC San Diego, CA5.42MShares$568 Million5.34% of portfolio