Beacon Bridge Wealth Partners, LLC Msci Eafe Growth ETF Transaction History
Beacon Bridge Wealth Partners, LLC
- $235 Billion
- Q4 2024
A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 40,803 shares of EFG stock, worth $4.28 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
40,803
Previous 32,633
25.04%
Holding current value
$4.28 Million
Previous $3.51 Billion
12.47%
% of portfolio
1.68%
Previous 1.51%
Shares
6 transactions
Others Institutions Holding EFG
# of Institutions
1,073Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.2 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$959 Million0.37% of portfolio
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Jpmorgan Chase & CO New York, NY7.28MShares$763 Million0.06% of portfolio
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Jones Financial Companies Lllp6.74MShares$706 Million0.62% of portfolio
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Axiom Advisory, LLC San Diego, CA5.42MShares$568 Million5.34% of portfolio