Cyndeo Wealth Partners, LLC Msci Eafe Growth ETF Transaction History
Cyndeo Wealth Partners, LLC
- $1.27 Billion
- Q2 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 23,500 shares of EFG stock, worth $2.44 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
23,500
Previous 11,459
105.08%
Holding current value
$2.44 Million
Previous $1.19 Million
102.19%
% of portfolio
0.19%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding EFG
# of Institutions
932Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc26.6MShares$2.76 Billion0.97% of portfolio
-
Jones Financial Companies Lllp7.47MShares$775 Million0.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.6MShares$684 Million0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY6.16MShares$639 Million0.06% of portfolio
-
Axiom Advisory, LLC San Diego, CA4.97MShares$515 Million5.5% of portfolio