Family Wealth Group, LLC Msci Eafe Growth ETF Transaction History
Family Wealth Group, LLC
- $92.4 Million
- Q2 2024
A detailed history of Family Wealth Group, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 16,910 shares of EFG stock, worth $1.79 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
16,910
Previous 13,951
21.21%
Holding current value
$1.79 Million
Previous $1.45 Million
19.49%
% of portfolio
1.87%
Previous 1.67%
Shares
3 transactions
Others Institutions Holding EFG
# of Institutions
937Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc26.6MShares$2.82 Billion0.97% of portfolio
-
Jones Financial Companies Lllp7.47MShares$792 Million0.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.6MShares$700 Million0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY6.16MShares$653 Million0.06% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$575 Million5.34% of portfolio