Balasa Dinverno & Foltz LLC Msci Eafe Growth ETF Transaction History
Balasa Dinverno & Foltz LLC
- $1.58 Billion
- Q3 2022
A detailed history of Balasa Dinverno & Foltz LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 244,391 shares of EFG stock, worth $26.4 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
244,391
Previous 202,106
20.92%
Holding current value
$26.4 Million
Previous $16.3 Million
9.01%
% of portfolio
1.12%
Previous 1.02%
Shares
21 transactions
Others Institutions Holding EFG
# of Institutions
932Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc26.6MShares$2.87 Billion0.97% of portfolio
-
Jones Financial Companies Lllp7.47MShares$807 Million0.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.6MShares$713 Million0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY6.16MShares$666 Million0.06% of portfolio
-
Axiom Advisory, LLC San Diego, CA4.97MShares$537 Million5.5% of portfolio