Taylor & Morgan Wealth Management, LLC Msci Eafe Growth ETF Transaction History
Taylor & Morgan Wealth Management, LLC
- $138 Million
- Q4 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 2,250 shares of EFG stock, worth $226,890. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,250
Previous 2,234
0.72%
Holding current value
$226,890
Previous $240,000
9.58%
% of portfolio
0.16%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding EFG
# of Institutions
1,075Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.08 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$923 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$734 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$679 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$547 Million5.34% of portfolio