Wolff Financial Management LLC Msci Eafe Growth ETF Transaction History
Wolff Financial Management LLC
- $360 Million
- Q4 2024
A detailed history of Wolff Financial Management LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Wolff Financial Management LLC holds 3,865 shares of EFG stock, worth $383,485. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,865
Previous 4,185
7.65%
Holding current value
$383,485
Previous $451,000
17.07%
% of portfolio
0.1%
Previous 0.12%
Shares
21 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