Able Wealth Management LLC Msci Eafe Growth ETF Transaction History
Able Wealth Management LLC
- $132 Billion
- Q3 2024
A detailed history of Able Wealth Management LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Able Wealth Management LLC holds 3,454 shares of EFG stock, worth $336,972. This represents 0.28% of its overall portfolio holdings.
Number of Shares
3,454
Previous 4,978
30.61%
Holding current value
$336,972
Previous $509 Million
26.99%
% of portfolio
0.28%
Previous 0.42%
Shares
4 transactions
Others Institutions Holding EFG
# of Institutions
983Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.46 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$751 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$613 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$579 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$529 Million5.34% of portfolio