Bernard Wealth Management Corp. Msci Eafe Growth ETF Transaction History
Bernard Wealth Management Corp.
- $239 Billion
- Q3 2025
A detailed history of Bernard Wealth Management Corp. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 120 shares of EFG stock, worth $13,909. This represents 0.01% of its overall portfolio holdings.
Number of Shares
120
Previous 120
-0.0%
Holding current value
$13,909
Previous $13.4 Million
1.68%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding EFG
# of Institutions
1,120Shares Held
108MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.96 Billion0.58% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.07MShares$704 Million0.24% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$629 Million5.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.87MShares$565 Million0.04% of portfolio
-
Jones Financial Companies Lllp4.66MShares$540 Million0.4% of portfolio