Wescott Financial Advisory Group, LLC Msci Eafe Growth ETF Transaction History
Wescott Financial Advisory Group, LLC
- $862 Million
- Q4 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 9,105 shares of EFG stock, worth $903,398. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,105
Previous 7,784
16.97%
Holding current value
$903,398
Previous $837,000
5.26%
% of portfolio
0.1%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding EFG
# of Institutions
1,072Shares Held
154MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.03 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$908 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$722 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$669 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$538 Million5.34% of portfolio