Lifelong Wealth Advisors, Inc. Msci Eafe Growth ETF Transaction History
Lifelong Wealth Advisors, Inc.
- $301 Billion
- Q2 2025
A detailed history of Lifelong Wealth Advisors, Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 26,207 shares of EFG stock, worth $2.89 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
26,207
Previous 24,686
6.16%
Holding current value
$2.89 Million
Previous $2.47 Billion
18.9%
% of portfolio
0.97%
Previous 1.16%
Shares
3 transactions
Others Institutions Holding EFG
# of Institutions
1,097Shares Held
120MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.87 Billion0.58% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.75MShares$634 Million0.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$598 Million5.34% of portfolio
-
Jones Financial Companies Lllp5.3MShares$585 Million0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY4.87MShares$537 Million0.04% of portfolio