Triad Wealth Partners, LLC Msci Eafe Growth ETF Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 2025
A detailed history of Triad Wealth Partners, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 11,963 shares of EFG stock, worth $1.37 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
11,963
Previous 63,797
81.25%
Holding current value
$1.37 Million
Previous $7.15 Billion
80.93%
% of portfolio
0.18%
Previous 1.44%
Shares
6 transactions
Others Institutions Holding EFG
# of Institutions
1,120Shares Held
81.3MCall Options Held
100Put Options Held
0-
Axiom Advisory, LLC San Diego, CA5.42MShares$622 Million5.34% of portfolio
-
Envestnet Asset Management Inc4.34MShares$498 Million0.15% of portfolio
-
Jones Financial Companies Lllp3.8MShares$436 Million0.3% of portfolio
-
Bank Of America Corp Charlotte, NC3.5MShares$401 Million0.03% of portfolio
-
Black Rock Inc. New York, NY3.32MShares$381 Million0.01% of portfolio