True Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History
True Wealth Advisors, LLC
- $262 Million
- Q4 2024
A detailed history of True Wealth Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 4,840 shares of EFG stock, worth $488,065. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,840
Previous 3,902
24.04%
Holding current value
$488,065
Previous $420,000
11.43%
% of portfolio
0.18%
Previous 0.15%
Shares
17 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