Canvas Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History
Canvas Wealth Advisors, LLC
- $389 Million
- Q4 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 7,686 shares of EFG stock, worth $762,066. This represents 0.19% of its overall portfolio holdings.
Number of Shares
7,686
Previous 7,208
6.63%
Holding current value
$762,066
Previous $775,000
4.0%
% of portfolio
0.19%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding EFG
# of Institutions
1,074Shares Held
155MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.03 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$907 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$721 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$668 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$538 Million5.34% of portfolio