Capital Directions Investment Advisors, LLC Msci Eafe Growth ETF Transaction History

Capital Directions Investment Advisors, LLC

$268 Million
Q4 2022

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 22, 2022	SELL	$105.06 - $113.44 $61,880 - $66,816	-589 Closed	0 $0
Q3 2021 Nov 08, 2021	BUY	$105.79 - $113.94 $62,310 - $67,110	589 New	589 $63,000

Others Institutions Holding EFG

# of Institutions

1,052

Shares Held

155M

Call Options Held

100

Put Options Held

Envestnet Asset Management Inc

30.5M
Shares

$3.2 Billion
0.98% of portfolio
Lpl Financial LLC Fort Mill, SC

9.15M
Shares

$958 Million
0.37% of portfolio
Jpmorgan Chase & CO New York, NY

7.28M
Shares

$762 Million
0.06% of portfolio
Jones Financial Companies Lllp

6.74M
Shares

$705 Million
0.62% of portfolio
Axiom Advisory, LLC San Diego, CA

5.42M
Shares

$568 Million
5.34% of portfolio

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

More about EFG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Directions Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Directions Investment Advisors, LLC with notifications on news.

Account