Grand Wealth Management, LLC Msci Eafe Growth ETF Transaction History
Grand Wealth Management, LLC
- $171 Million
- Q4 2024
A detailed history of Grand Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Grand Wealth Management, LLC holds 129 shares of EFG stock, worth $13,505. This represents 0.01% of its overall portfolio holdings.
Number of Shares
129
Previous 130
0.77%
Holding current value
$13,505
Previous $13,000
7.69%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding EFG
# of Institutions
1,058Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.2 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$958 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$762 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$705 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$568 Million5.34% of portfolio