Foundation Wealth Management, LLC Msci Eafe Growth ETF Transaction History
Foundation Wealth Management, LLC
- $128 Billion
- Q2 2024
A detailed history of Foundation Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 27,474 shares of EFG stock, worth $2.87 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
27,474
Previous 27,513
0.14%
Holding current value
$2.87 Million
Previous $2.86 Billion
1.58%
% of portfolio
2.2%
Previous 2.33%
Shares
7 transactions
Others Institutions Holding EFG
# of Institutions
932Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc26.6MShares$2.78 Billion0.97% of portfolio
-
Jones Financial Companies Lllp7.47MShares$782 Million0.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.6MShares$690 Million0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY6.16MShares$645 Million0.06% of portfolio
-
Axiom Advisory, LLC San Diego, CA4.97MShares$520 Million5.5% of portfolio