Wells Financial Advisors Inc Msci Eafe Growth ETF Transaction History
Wells Financial Advisors Inc
- $73.1 Million
- Q3 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 242 shares of EFG stock, worth $23,778. This represents 0.04% of its overall portfolio holdings.
Number of Shares
242
Previous 11,600
97.91%
Holding current value
$23,778
Previous $1.19 Million
97.81%
% of portfolio
0.04%
Previous 0.8%
Shares
2 transactions
Others Institutions Holding EFG
# of Institutions
983Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.47 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$756 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$617 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$583 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$533 Million5.34% of portfolio