Concord Wealth Partners Msci Eafe Growth ETF Transaction History
Concord Wealth Partners
- $603 Million
- Q4 2024
A detailed history of Concord Wealth Partners transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Concord Wealth Partners holds 36 shares of EFG stock, worth $3,741. This represents 0.0% of its overall portfolio holdings.
Number of Shares
36
Previous 36
-0.0%
Holding current value
$3,741
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding EFG
# of Institutions
1,063Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.17 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$951 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$756 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$700 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$564 Million5.34% of portfolio