Avidian Wealth Solutions, LLC Msci Eafe Growth ETF Transaction History
Avidian Wealth Solutions, LLC
- $2.13 Billion
- Q3 2024
A detailed history of Avidian Wealth Solutions, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 28,677 shares of EFG stock, worth $2.8 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
28,677
Previous 32,299
11.21%
Holding current value
$2.8 Million
Previous $3.3 Million
6.57%
% of portfolio
0.14%
Previous 0.14%
Shares
19 transactions
Others Institutions Holding EFG
# of Institutions
983Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.46 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$751 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$613 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$579 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$529 Million5.34% of portfolio