Disciplined Investments, LLC Msci Eafe Growth ETF Transaction History
Disciplined Investments, LLC
- $195 Million
- Q3 2024
A detailed history of Disciplined Investments, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Disciplined Investments, LLC holds 30,751 shares of EFG stock, worth $3.01 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
30,751
Previous 30,345
1.34%
Holding current value
$3.01 Million
Previous $3.1 Million
6.64%
% of portfolio
1.7%
Previous 1.71%
Shares
20 transactions
Others Institutions Holding EFG
# of Institutions
983Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.46 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$753 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$615 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$581 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$531 Million5.34% of portfolio