Monterey Private Wealth, Inc. Msci Eafe Growth ETF Transaction History
Monterey Private Wealth, Inc.
- $338 Million
- Q1 2025
A detailed history of Monterey Private Wealth, Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 2,449 shares of EFG stock, worth $280,998. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,449Holding current value
$280,998% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding EFG
# of Institutions
1,122Shares Held
81.3MCall Options Held
100Put Options Held
0-
Axiom Advisory, LLC San Diego, CA5.42MShares$622 Million5.34% of portfolio
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Envestnet Asset Management Inc4.34MShares$498 Million0.15% of portfolio
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Jones Financial Companies Lllp3.8MShares$436 Million0.3% of portfolio
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Bank Of America Corp Charlotte, NC3.5MShares$401 Million0.03% of portfolio
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Black Rock Inc. New York, NY3.32MShares$381 Million0.01% of portfolio