Bogart Wealth, LLC Msci Eafe Growth ETF Transaction History
Bogart Wealth, LLC
- $2.11 Billion
- Q1 2025
A detailed history of Bogart Wealth, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Bogart Wealth, LLC holds 4,257 shares of EFG stock, worth $473,889. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,257
Previous 4,170
2.09%
Holding current value
$473,889
Previous $403,000
5.46%
% of portfolio
0.02%
Previous 0.02%
Shares
18 transactions
Others Institutions Holding EFG
# of Institutions
1,082Shares Held
120MCall Options Held
100Put Options Held
77-
Envestnet Asset Management Inc16.8MShares$1.87 Billion0.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.75MShares$640 Million0.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$604 Million5.34% of portfolio
-
Jones Financial Companies Lllp5.3MShares$590 Million0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY4.87MShares$542 Million0.04% of portfolio