Wealth Plan Partners, LLC Msci Eafe Growth ETF Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 2024
A detailed history of Wealth Plan Partners, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 21,633 shares of EFG stock, worth $2.14 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
21,633
Previous 26,133
17.22%
Holding current value
$2.14 Million
Previous $2.81 Billion
25.54%
% of portfolio
0.3%
Previous 0.38%
Shares
26 transactions
Others Institutions Holding EFG
# of Institutions
1,076Shares Held
155MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.03 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$907 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$721 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$668 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$538 Million5.34% of portfolio