Forthright Family Wealth Advisory LLC Msci Eafe Growth ETF Transaction History
Forthright Family Wealth Advisory LLC
- $155 Billion
- Q2 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 46,993 shares of EFG stock, worth $4.6 Million. This represents 3.1% of its overall portfolio holdings.
Number of Shares
46,993
Previous 43,591
7.8%
Holding current value
$4.6 Million
Previous $4.52 Billion
6.26%
% of portfolio
3.1%
Previous 3.03%
Shares
3 transactions
Others Institutions Holding EFG
# of Institutions
979Shares Held
136MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.46 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$753 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$615 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$581 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$531 Million5.34% of portfolio