Beacon Bridge Wealth Partners, LLC Msci Eafe Growth ETF Transaction History
Beacon Bridge Wealth Partners, LLC
- $234 Billion
- Q1 2025
A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 28,648 shares of EFG stock, worth $2.99 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
28,648
Previous 40,803
29.79%
Holding current value
$2.99 Million
Previous $3.95 Billion
27.49%
% of portfolio
1.22%
Previous 1.68%
Shares
7 transactions
Others Institutions Holding EFG
# of Institutions
1,080Shares Held
132MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.8MShares$1.75 Billion0.56% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$759 Million0.06% of portfolio
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Jones Financial Companies Lllp6.74MShares$703 Million0.62% of portfolio
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Lpl Financial LLC Fort Mill, SC5.75MShares$600 Million0.23% of portfolio
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Axiom Advisory, LLC San Diego, CA5.42MShares$566 Million5.34% of portfolio