Independent Solutions Wealth Management, LLC Msci Eafe Growth ETF Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Dec 19, 2024	SELL	$85.55 - $97.39 $194,455 - $221,367	-2,273 Closed	0 $0
Q2 2023 Dec 19, 2024	SELL	$93.15 - $96.95 $82,065 - $85,412	-881 Reduced 27.93%	2,273 $217 Million
Q1 2023 Dec 19, 2024	BUY	$84.36 - $93.68 $266,071 - $295,466	3,154 New	3,154 $295 Million

Others Institutions Holding EFG

# of Institutions

983

Shares Held

137M

Call Options Held

100

Put Options Held

Envestnet Asset Management Inc

25.2M
Shares

$2.46 Billion
0.9% of portfolio
Jones Financial Companies Lllp

7.69M
Shares

$751 Million
0.85% of portfolio
Lpl Financial LLC Fort Mill, SC

6.28M
Shares

$613 Million
0.31% of portfolio
Jpmorgan Chase & CO New York, NY

5.93M
Shares

$579 Million
0.05% of portfolio
Axiom Advisory, LLC San Diego, CA

5.42M
Shares

$529 Million
5.34% of portfolio

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

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