Wells Financial Advisors Inc Msci Eafe Growth ETF Transaction History
Wells Financial Advisors Inc
- $148 Million
- Q2 2024
A detailed history of Wells Financial Advisors Inc transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Wells Financial Advisors Inc holds 11,600 shares of EFG stock, worth $1.19 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
11,600Holding current value
$1.19 Million% of portfolio
0.8%Shares
1 transactions
Others Institutions Holding EFG
# of Institutions
951Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc26.6MShares$2.74 Billion0.97% of portfolio
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Jones Financial Companies Lllp7.47MShares$769 Million0.88% of portfolio
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Lpl Financial LLC Fort Mill, SC6.6MShares$679 Million0.34% of portfolio
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Jpmorgan Chase & CO New York, NY6.16MShares$634 Million0.06% of portfolio
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Axiom Advisory, LLC San Diego, CA5.42MShares$558 Million5.34% of portfolio