Fonville Wealth Management LLC Msci Eafe Growth ETF Transaction History
Fonville Wealth Management LLC
- $289 Billion
- Q3 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 2,419 shares of EFG stock, worth $237,690. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,419
Previous 2,650
8.72%
Holding current value
$237,690
Previous $271 Million
3.94%
% of portfolio
0.09%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding EFG
# of Institutions
983Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.47 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$756 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$617 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$583 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$533 Million5.34% of portfolio