Beacon Financial Planning, Inc Msci Eafe Growth ETF Transaction History
Beacon Financial Planning, Inc
- $162 Billion
- Q3 2024
A detailed history of Beacon Financial Planning, Inc transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 3,690 shares of EFG stock, worth $364,719. This represents 0.25% of its overall portfolio holdings.
Number of Shares
3,690
Previous 1,992
85.24%
Holding current value
$364,719
Previous $204 Million
94.92%
% of portfolio
0.25%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding EFG
# of Institutions
979Shares Held
136MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.49 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$761 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$621 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$586 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$536 Million5.34% of portfolio