Accretive Wealth Partners, LLC Msci Eafe Growth ETF Transaction History
Accretive Wealth Partners, LLC
- $294 Million
- Q2 2025
A detailed history of Accretive Wealth Partners, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 2,033 shares of EFG stock, worth $235,645. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,033
Previous 2,361
13.89%
Holding current value
$235,645
Previous $236,000
3.81%
% of portfolio
0.08%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding EFG
# of Institutions
1,120Shares Held
108MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.96 Billion0.58% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.07MShares$704 Million0.24% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$629 Million5.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.87MShares$565 Million0.04% of portfolio
-
Jones Financial Companies Lllp4.66MShares$540 Million0.4% of portfolio