Sagace Wealth Management LLC Msci Eafe Growth ETF Transaction History
Sagace Wealth Management LLC
- $132 Billion
- Q1 2025
A detailed history of Sagace Wealth Management LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Sagace Wealth Management LLC holds 22,535 shares of EFG stock, worth $2.23 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
22,535
Previous 21,236
6.12%
Holding current value
$2.23 Million
Previous $2.06 Billion
9.59%
% of portfolio
1.7%
Previous 1.54%
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