Maxwell Wealth Strategies Inc. Msci Eafe Growth ETF Transaction History
Maxwell Wealth Strategies Inc.
- $235 Billion
- Q3 2024
A detailed history of Maxwell Wealth Strategies Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Maxwell Wealth Strategies Inc. holds 21,755 shares of EFG stock, worth $2.14 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
21,755
Previous 22,838
4.74%
Holding current value
$2.14 Million
Previous $2.34 Billion
4.97%
% of portfolio
0.94%
Previous 1.14%
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