Connecticut Wealth Management, LLC Msci Eafe Growth ETF Transaction History
Connecticut Wealth Management, LLC
- $2.06 Billion
- Q3 2024
A detailed history of Connecticut Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 3,395 shares of EFG stock, worth $350,397. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,395
Previous 3,281
3.47%
Holding current value
$350,397
Previous $335,000
8.96%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding EFG
# of Institutions
1,035Shares Held
147MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.15 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$945 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$751 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$695 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$560 Million5.34% of portfolio