Canvas Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History
Canvas Wealth Advisors, LLC
- $355 Million
- Q3 2024
A detailed history of Canvas Wealth Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 7,208 shares of EFG stock, worth $705,591. This represents 0.22% of its overall portfolio holdings.
Number of Shares
7,208
Previous 6,934
3.95%
Holding current value
$705,591
Previous $709,000
9.31%
% of portfolio
0.22%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding EFG
# of Institutions
983Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.46 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$753 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$615 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$581 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$531 Million5.34% of portfolio