Wealth Shield Partners, LLC Msci Eafe Growth ETF Transaction History
Wealth Shield Partners, LLC
- $690 Million
- Q4 2024
A detailed history of Wealth Shield Partners, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 94,540 shares of EFG stock, worth $9.85 Million. This represents 1.33% of its overall portfolio holdings.
Number of Shares
94,540
Previous 85,937
10.01%
Holding current value
$9.85 Million
Previous $9.25 Million
1.05%
% of portfolio
1.33%
Previous 1.28%
Shares
20 transactions
Others Institutions Holding EFG
# of Institutions
1,066Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.18 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$953 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$758 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$702 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$565 Million5.34% of portfolio