Atlas Private Wealth Management Msci Eafe Growth ETF Transaction History
Atlas Private Wealth Management
- $227 Million
- Q1 2024
A detailed history of Atlas Private Wealth Management transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Atlas Private Wealth Management holds 36,277 shares of EFG stock, worth $3.76 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
36,277
Previous 27,143
33.65%
Holding current value
$3.76 Million
Previous $2.63 Million
43.26%
% of portfolio
1.66%
Previous 1.3%
Shares
14 transactions
Others Institutions Holding EFG
# of Institutions
932Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc26.6MShares$2.76 Billion0.97% of portfolio
-
Jones Financial Companies Lllp7.47MShares$775 Million0.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.6MShares$684 Million0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY6.16MShares$639 Million0.06% of portfolio
-
Axiom Advisory, LLC San Diego, CA4.97MShares$515 Million5.5% of portfolio