Abound Wealth Management Spdr Index Shs Fds Msci Eafe F Transaction History

Abound Wealth Management

$301 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Aug 08, 2024	BUY	$35.25 - $38.63 $2,855 - $3,129	81 New	81 $2.87 Million

Others Institutions Holding EFAX

# of Institutions

79

Shares Held

4.29M

Call Options Held

0

Put Options Held

0

Betterment LLC New York, NY

1.33M
Shares

$52.6 Million
0.14% of portfolio
Lake Street Advisors Group, LLC

626K
Shares

$24.8 Million
1.28% of portfolio
Gemmer Asset Management LLC

356K
Shares

$14.1 Million
1.6% of portfolio
Flputnam Investment Management CO Portland, ME

250K
Shares

$9.91 Million
0.19% of portfolio
Leith Wheeler Investment Counsel Ltd.

227K
Shares

$8.99 Million
0.71% of portfolio

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