Kingswood Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History
Kingswood Wealth Advisors, LLC
- $867 Billion
- Q1 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 8,144 shares of EFG stock, worth $843,066. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,144
Previous 9,281
12.25%
Holding current value
$843,066
Previous $899 Million
5.95%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding EFG
# of Institutions
901Shares Held
107MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.75 Billion0.67% of portfolio
-
Jones Financial Companies Lllp7.61MShares$788 Million1.08% of portfolio
-
Jpmorgan Chase & CO New York, NY4.85MShares$502 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.42MShares$457 Million0.25% of portfolio
-
Morgan Stanley New York, NY3.77MShares$390 Million0.03% of portfolio