Avantra Family Wealth, Inc. Msci Eafe Growth ETF Transaction History
Avantra Family Wealth, Inc.
- $104 Billion
- Q1 2025
A detailed history of Avantra Family Wealth, Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Avantra Family Wealth, Inc. holds 9,956 shares of EFG stock, worth $1.01 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
9,956
Previous 10,972
9.26%
Holding current value
$1.01 Million
Previous $1.06 Billion
6.29%
% of portfolio
0.96%
Previous 0.99%
Shares
2 transactions
Others Institutions Holding EFG
# of Institutions
1,073Shares Held
151MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.09 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$925 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$736 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$681 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$548 Million5.34% of portfolio