Heritage Family Offices, LLP Msci Eafe Growth ETF Transaction History
Heritage Family Offices, LLP
- $196 Billion
- Q1 2025
A detailed history of Heritage Family Offices, LLP transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 3,881 shares of EFG stock, worth $384,801. This represents 0.2% of its overall portfolio holdings.
Number of Shares
3,881
Previous 3,910
0.74%
Holding current value
$384,801
Previous $379 Million
2.51%
% of portfolio
0.2%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding EFG
# of Institutions
1,076Shares Held
155MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.03 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$907 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$721 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$668 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$538 Million5.34% of portfolio