Stone Point Wealth LLC Msci Eafe Growth ETF Transaction History
Stone Point Wealth LLC
- $294 Million
- Q4 2024
A detailed history of Stone Point Wealth LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Stone Point Wealth LLC holds 9,888 shares of EFG stock, worth $981,087. This represents 0.33% of its overall portfolio holdings.
Number of Shares
9,888
Previous 9,692
2.02%
Holding current value
$981,087
Previous $1.04 Million
8.25%
% of portfolio
0.33%
Previous 0.34%
Shares
13 transactions
Others Institutions Holding EFG
# of Institutions
1,072Shares Held
152MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.03 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$908 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$722 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$669 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$538 Million5.34% of portfolio