Bank Plus Wealth Management LLC Msci Eafe Growth ETF Transaction History
Bank Plus Wealth Management LLC
- $136 Billion
- Q1 2025
A detailed history of Bank Plus Wealth Management LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Bank Plus Wealth Management LLC holds 27,361 shares of EFG stock, worth $2.83 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
27,361
Previous 25,568
7.01%
Holding current value
$2.83 Million
Previous $2.48 Billion
10.52%
% of portfolio
2.01%
Previous 1.84%
Shares
2 transactions
Others Institutions Holding EFG
# of Institutions
1,078Shares Held
151MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.16 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$946 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$752 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$696 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$560 Million5.34% of portfolio