Taylor & Morgan Wealth Management, LLC Msci Eafe Growth ETF Transaction History
Taylor & Morgan Wealth Management, LLC
- $146 Million
- Q3 2024
A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 2,234 shares of EFG stock, worth $218,686. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,234
Previous 2,234
-0.0%
Holding current value
$218,686
Previous $228,000
5.26%
% of portfolio
0.16%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding EFG
# of Institutions
983Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.46 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$753 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$615 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$581 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$531 Million5.34% of portfolio