Waldron Private Wealth LLC Msci Eafe Growth ETF Transaction History
Waldron Private Wealth LLC
- $2.47 Billion
- Q4 2024
A detailed history of Waldron Private Wealth LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Waldron Private Wealth LLC holds 2,929 shares of EFG stock, worth $295,360. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,929
Previous 2,355
24.37%
Holding current value
$295,360
Previous $253,000
11.86%
% of portfolio
0.01%
Previous 0.01%
Shares
2 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