Wingate Wealth Advisors, Inc. Msci Eafe Growth ETF Transaction History
Wingate Wealth Advisors, Inc.
- $112 Billion
- Q2 2025
A detailed history of Wingate Wealth Advisors, Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 9,802 shares of EFG stock, worth $1.08 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
9,802
Previous 9,128
7.38%
Holding current value
$1.08 Million
Previous $913 Million
20.26%
% of portfolio
0.98%
Previous 1.05%
Shares
3 transactions
Others Institutions Holding EFG
# of Institutions
1,107Shares Held
118MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.87 Billion0.58% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.07MShares$670 Million0.24% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$598 Million5.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.87MShares$537 Million0.04% of portfolio
-
Jones Financial Companies Lllp4.66MShares$514 Million0.4% of portfolio