Shared Vision Wealth Group LLC Msci Eafe Growth ETF Transaction History
Shared Vision Wealth Group LLC
- $187 Billion
- Q3 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 48,765 shares of EFG stock, worth $4.78 Million. This represents 2.8% of its overall portfolio holdings.
Number of Shares
48,765
Previous 51,435
5.19%
Holding current value
$4.78 Million
Previous $5.26 Billion
0.23%
% of portfolio
2.8%
Previous 3.06%
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$755 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$616 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$582 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$532 Million5.34% of portfolio