Cornerstone Wealth Advisors, Inc. Msci Eafe Growth ETF Transaction History
Cornerstone Wealth Advisors, Inc.
- $364 Million
- Q4 2024
A detailed history of Cornerstone Wealth Advisors, Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Cornerstone Wealth Advisors, Inc. holds 7,355 shares of EFG stock, worth $762,639. This represents 0.2% of its overall portfolio holdings.
Number of Shares
7,355
Previous 7,275
1.1%
Holding current value
$762,639
Previous $783,000
9.07%
% of portfolio
0.2%
Previous 0.22%
Shares
10 transactions
Others Institutions Holding EFG
# of Institutions
1,072Shares 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$949 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$754 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$699 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$562 Million5.34% of portfolio