Evermay Wealth Management LLC Msci Eafe Growth ETF Transaction History
Evermay Wealth Management LLC
- $654 Million
- Q4 2024
A detailed history of Evermay Wealth Management LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Evermay Wealth Management LLC holds 131 shares of EFG stock, worth $13,803. This represents 0.0% of its overall portfolio holdings.
Number of Shares
131
Previous 252
48.02%
Holding current value
$13,803
Previous $27,000
55.56%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding EFG
# of Institutions
1,063Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.22 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$964 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$767 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$710 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$571 Million5.34% of portfolio