Alterna Wealth Management, Inc Msci Eafe Growth ETF Transaction History
Alterna Wealth Management, Inc
- $102 Million
- Q1 2024
A detailed history of Alterna Wealth Management, Inc transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 5,052 shares of EFG stock, worth $522,983. This represents 0.52% of its overall portfolio holdings.
Number of Shares
5,052
Previous 6,402
21.09%
Holding current value
$522,983
Previous $620,000
15.48%
% of portfolio
0.52%
Previous 0.75%
Shares
12 transactions
Others Institutions Holding EFG
# of Institutions
903Shares Held
108MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.75 Billion0.67% of portfolio
-
Jones Financial Companies Lllp7.61MShares$788 Million1.08% of portfolio
-
Jpmorgan Chase & CO New York, NY4.85MShares$502 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.42MShares$457 Million0.25% of portfolio
-
Morgan Stanley New York, NY3.77MShares$390 Million0.03% of portfolio