Shared Vision Wealth Group LLC Msci Eafe Growth ETF Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 51,435 shares of EFG stock, worth $5.23 Million. This represents 3.06% of its overall portfolio holdings.
Number of Shares
51,435
Previous 37,083
38.7%
Holding current value
$5.23 Million
Previous $3.85 Billion
36.71%
% of portfolio
3.06%
Previous 2.4%
Shares
3 transactions
Others Institutions Holding EFG
# of Institutions
917Shares Held
113MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.72 Billion0.67% of portfolio
-
Jones Financial Companies Lllp7.61MShares$774 Million1.08% of portfolio
-
Jpmorgan Chase & CO New York, NY4.85MShares$493 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.42MShares$449 Million0.25% of portfolio
-
Morgan Stanley New York, NY3.77MShares$383 Million0.03% of portfolio