Heritage Family Offices, LLP Msci Eafe Growth ETF Transaction History
Heritage Family Offices, LLP
- $194 Billion
- Q3 2024
A detailed history of Heritage Family Offices, LLP transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 3,407 shares of EFG stock, worth $339,609. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,407
Previous 3,026
12.59%
Holding current value
$339,609
Previous $310 Million
18.48%
% of portfolio
0.19%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding EFG
# of Institutions
981Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.51 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$767 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$626 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$591 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$541 Million5.34% of portfolio