West Wealth Group, LLC Msci Eafe Growth ETF Transaction History
West Wealth Group, LLC
- $332 Million
- Q4 2024
A detailed history of West Wealth Group, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, West Wealth Group, LLC holds 195,244 shares of EFG stock, worth $20.3 Million. This represents 5.69% of its overall portfolio holdings.
Number of Shares
195,244
Previous 170,999
14.18%
Holding current value
$20.3 Million
Previous $18.4 Million
2.7%
% of portfolio
5.69%
Previous 6.02%
Shares
13 transactions
Others Institutions Holding EFG
# of Institutions
1,063Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.17 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$951 Million0.37% of portfolio
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Jpmorgan Chase & CO New York, NY7.28MShares$756 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$700 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$564 Million5.34% of portfolio