Obsidian Personal Planning Solutions LLC Msci Eafe Growth ETF Transaction History
Obsidian Personal Planning Solutions LLC
- $202 Million
- Q3 2024
A detailed history of Obsidian Personal Planning Solutions LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 65,833 shares of EFG stock, worth $6.74 Million. This represents 3.5% of its overall portfolio holdings.
Number of Shares
65,833
Previous 56,603
16.31%
Holding current value
$6.74 Million
Previous $5.79 Million
22.38%
% of portfolio
3.5%
Previous 3.64%
Shares
10 transactions
Others Institutions Holding EFG
# of Institutions
999Shares Held
139MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.58 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$788 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$643 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$607 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$555 Million5.34% of portfolio