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 $19.7 Million. This represents 5.69% of its overall portfolio holdings.
Number of Shares
195,244
Previous 170,999
14.18%
Holding current value
$19.7 Million
Previous $18.4 Million
2.7%
% of portfolio
5.69%
Previous 6.02%
Shares
13 transactions
Others Institutions Holding EFG
# of Institutions
998Shares Held
139MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.54 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$778 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$635 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$600 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$548 Million5.34% of portfolio