Fonville Wealth Management LLC Msci Eafe Growth ETF Transaction History
Fonville Wealth Management LLC
- $303 Billion
- Q4 2024
A detailed history of Fonville Wealth Management LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Fonville Wealth Management LLC holds 2,375 shares of EFG stock, worth $249,707. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,375
Previous 2,419
1.82%
Holding current value
$249,707
Previous $260 Million
11.69%
% of portfolio
0.08%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding EFG
# of Institutions
1,071Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.21 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$962 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$765 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$708 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$570 Million5.34% of portfolio