Modera Wealth Management, LLC Msci Eafe Growth ETF Transaction History
Modera Wealth Management, LLC
- $8.42 Billion
- Q3 2025
A detailed history of Modera Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Modera Wealth Management, LLC holds 2,576 shares of EFG stock, worth $295,570. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,576
Previous 2,563
0.51%
Holding current value
$295,570
Previous $287,000
2.09%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding EFG
# of Institutions
1,120Shares Held
81.3MCall Options Held
100Put Options Held
0-
Axiom Advisory, LLC San Diego, CA5.42MShares$622 Million5.34% of portfolio
-
Envestnet Asset Management Inc4.34MShares$498 Million0.15% of portfolio
-
Jones Financial Companies Lllp3.8MShares$436 Million0.3% of portfolio
-
Bank Of America Corp Charlotte, NC3.5MShares$401 Million0.03% of portfolio
-
Black Rock Inc. New York, NY3.32MShares$381 Million0.01% of portfolio