Dynasty Wealth Management, LLC Msci Eafe Growth ETF Transaction History
Dynasty Wealth Management, LLC
- $7.49 Trillion
- Q3 2025
A detailed history of Dynasty Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 570,629 shares of EFG stock, worth $65.5 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
570,629
Previous 458,110
24.56%
Holding current value
$65.5 Million
Previous $51.3 Billion
26.65%
% of portfolio
0.87%
Previous 0.87%
Shares
6 transactions
Others Institutions Holding EFG
# of Institutions
1,122Shares Held
81.3MCall Options Held
100Put Options Held
0-
Axiom Advisory, LLC San Diego, CA5.42MShares$622 Million5.34% of portfolio
-
Envestnet Asset Management Inc4.34MShares$498 Million0.15% of portfolio
-
Jones Financial Companies Lllp3.8MShares$436 Million0.3% of portfolio
-
Bank Of America Corp Charlotte, NC3.5MShares$401 Million0.03% of portfolio
-
Black Rock Inc. New York, NY3.32MShares$381 Million0.01% of portfolio