Financial Synergies Wealth Advisors, Inc. Msci Eafe Growth ETF Transaction History
Financial Synergies Wealth Advisors, Inc.
- $805 Billion
- Q3 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 426,651 shares of EFG stock, worth $43.7 Million. This represents 5.7% of its overall portfolio holdings.
Number of Shares
426,651
Previous 418,352
1.98%
Holding current value
$43.7 Million
Previous $42.8 Billion
7.32%
% of portfolio
5.7%
Previous 5.77%
Shares
17 transactions
Others Institutions Holding EFG
# of Institutions
954Shares Held
135MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.58 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.47MShares$766 Million0.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$643 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$608 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$556 Million5.34% of portfolio